Position in VALE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$60,280
-$89,321 QoQ
Shares Held
4,008
-57.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#433
of 537 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $477,208 across 10 Other Industrial Metals & Mining names. VALE ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MP |
MP Materials Corp. / DE
|
3,837 | $214,910 | |
| 2 | UAMY |
United States Antimony Corp
|
9,892 | $71,815 | |
| 3 | BHP |
BHP Group Ltd
|
815 | $67,897 | |
| 4 | VALE |
Vale S.A.
This page
|
4,008 | $60,280 | |
| 5 | RIO |
Rio Tinto PLC
|
315 | $29,902 | |
| 6 | NB |
Niocorp Developments Ltd
|
2,700 | $13,014 | |
| 7 | LAC |
Lithium Americas Corp.
|
2,854 | $10,987 | |
| 8 | SGML |
Sigma Lithium Corp
|
500 | $6,325 |
All Filings in VALE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,280 | 4,008 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $149,601 | 9,403 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $201,899 | 15,495 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $249,725 | 22,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $166,458 | 17,143 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $40,848 | 4,093 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $50,292 | 5,670 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $69,729 | 5,970 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,435 | 5,500 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $55,171 | 4,526 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $69,784 | 4,400 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $58,075 | 4,334 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $57,464 | 4,282 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $67,569 | 4,282 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $61,601 | 3,630 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $56,343 | 4,230 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $90,135 | 6,161 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $113,643 | 5,685 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $404,336 | 28,840 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $307,458 | 22,040 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $486,765 | 21,340 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $388,269 | 22,340 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $374,418 | 22,340 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $271,271 | 25,640 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $240,635 | 23,340 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $201,778 | 24,340 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||