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Genus Capital Management’s Bank of Montreal BMO Stock Holding History

Genus Capital Management’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.2M Buy
112,448
+84,926
+309% +$11.8M 1.74% 13
2025
Q4 		$3.58M Buy
27,522
+131
+0.5% +$16.6K 0.42% 76
2025
Q3 		$3.57M Buy
27,391
+9,886
+56% +$1.17M 0.41% 85
2025
Q2 		$1.94M Sell
17,505
-6,660
-28% -$671K 0.25% 108
2025
Q1 		$2.31M Buy
+24,165
New +$2.39M 0.33% 86
2024
Q4 		– Hold
0
– – – 223
2024
Q3 		– Hold
0
– – – 226
2024
Q2 		– Sell
-169,616
Closed -$15.4M – 223
2024
Q1 		$16.6M Buy
+169,616
New +$16M 2.15% 7
2023
Q4 		– Sell
-156,804
Closed -$13.1M – 223
2023
Q3 		$13.3M Sell
156,804
-34,458
-18% -$3.03M 2.09% 8
2023
Q2 		$17.3M Buy
+191,262
New +$16.9M 2.55% 4

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VCM
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TD Asset Management
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CIBC World Market
CIBC World Market Toronto, Ontario, Canada $56.9B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $75.5B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return