GeoWealth Management’s Southern Copper SCCO Stock Holding History

GeoWealth Management’s Portfolio SCCO Stock Details SCCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	5,964 +1,504	+34%	+$270K	0.03%	322
2026 Q1	$751K	Buy	+4,460	New	+$806K	0.03%	369
2025 Q3	–	Sell	-806	Closed	-$77.7K	–	1134
2025 Q2	$77.7K	Buy	+806	New	+$70.1K	﹤0.01%	866
2025 Q1	–	Sell	-1,646	Closed	-$140K	–	1677
2024 Q4	$140K	Sell	1,646 -83	-5%	-$8.19K	﹤0.01%	879
2024 Q3	$186K	Sell	1,729 -355	-17%	-$34.5K	0.01%	736
2024 Q2	$208K	Buy	+2,084	New	+$219K	0.01%	672

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GeoWealth Management's SCCO Position: Q2 2026 in Review

GeoWealth Management increased its Southern Copper (SCCO) stake by 34% in Q2 2026, buying an estimated $270K and bringing the position to 5,964 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #322.

GeoWealth Management first reported a position in SCCO in Q2 2024 and has held it in 6 quarters since. 858 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

GeoWealth Management held 5,964 shares of Southern Copper worth $1.03M as of Q2 2026.
GeoWealth Management bought 1,504 Southern Copper shares in Q2 2026, an estimated $270K.
Southern Copper made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #322 holding.
GeoWealth Management first reported a position in Southern Copper in Q2 2024 and has held it in 6 quarters since.
858 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.