Freeport-McMoRan Inc.
MX ˙ BMV ˙ US35671D8570
SecurityMX:FCX / Freeport-McMoRan Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership15,678 shares
Latest Disclosed Value $ 921,580
Geneos Wealth Management Inc. reports 1.69% increase in ownership of FCX / Freeport-McMoRan Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 15,678 shares of Freeport-McMoRan Inc. (MX:FCX) valued at $921,580 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 15,417 shares of Freeport-McMoRan Inc.. This represents a change in shares of 1.69% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F FREEPORT MCMORAN CL B 35671D857 15,678 261 1.69 922 17.62 0.0214
2026-01-28 2025-12-31 13F FREEPORT MCMORAN CL B 35671D857 15,417 8,300 116.62 783 180.65 0.0192
2025-10-22 2025-09-30 13F FREEPORT MCMORAN CL B 35671D857 7,117 -4,816 -40.36 279 -46.03 0.0071
2025-08-18 2025-06-30 13F FREEPORT MCMORAN CL B 35671D857 11,933 345 2.98 517 18.04 0.0126
2025-05-21 2025-03-31 13F/A-1 FREEPORT MCMORAN CL B 35671D857 11,588 4,287 58.72 439 57.55 0.0147
2025-05-08 2025-03-31 13F FREEPORT MCMORAN CL B 35671D857 7,525 224 509 0.0129
2025-01-21 2024-12-31 13F FREEPORT MCMORAN CL B 35671D857 7,301 7,301 278 0.0097
2022-05-16 2022-03-31 13F FREEPORT MCMORAN CL B 35671D857 0 -12,658 -100.00 0 -100.00
2022-02-09 2021-12-31 13F FREEPORT MCMORAN CL B 35671D857 12,658 -10,969 -46.43 528 -31.87 0.0201
2021-11-09 2021-09-30 13F FREEPORT MCMORAN CL B 35671D857 23,627 -1,780 -7.01 775 -17.82 0.0297
2021-07-08 2021-06-30 13F FREEPORT MCMORAN CL B 35671D857 25,407 -59 -0.23 943 -1.77 0.0368
2021-06-17 2021-03-31 13F FREEPORT MCMORAN CL B 35671D857 25,466 60 0.24 960 16.50 0.0268
2021-05-19 2020-12-31 13F FREEPORT MCMORAN CL B 35671D857 25,406 -4,112 -13.93 824 82.71 0.0331
2021-09-07 2020-09-30 13F FREEPORT MCMORAN CL B 35671D857 29,518 247 0.84 451 43.17 0.0234
2021-09-07 2020-06-30 13F FREEPORT MCMORAN CL B 35671D857 29,271 -34,883 -54.37 315 -20.65 0.0175
2021-09-07 2020-03-31 13F FREEPORT MCMORAN CL B 35671D857 64,154 -253 -0.39 397 -52.68 0.0267
2021-09-07 2019-12-31 13F FREEPORT MCMORAN CL B 35671D857 64,407 -15,858 -19.76 839 8.40 0.0448
2021-09-07 2019-09-30 13F FREEPORT MCMORAN CL B 35671D857 80,265 -8,011 -9.07 774 -24.41 0.0462
2021-09-07 2019-06-30 13F FREEPORT MCMORAN CL B 35671D857 88,276 -5,542 -5.91 1,024 -15.30 0.0635
2021-09-07 2019-03-31 13F FREEPORT MCMORAN CL B 35671D857 93,818 7,799 9.07 1,209 34.33 0.0798
2021-09-07 2018-12-31 13F FREEPORT MCMORAN CL B 35671D857 86,019 -1,667 -1.90 900 -26.23 0.0666
2021-09-07 2018-09-30 13F FREEPORT MCMORAN CL B 35671D857 87,686 36,630 71.74 1,220 38.48 0.0812
2021-09-07 2018-06-30 13F FREEPORT MCMORAN CL B 35671D857 51,056 -4,574 -8.22 881 -9.83 0.0687
2021-09-07 2018-03-31 13F FREEPORT MCMORAN CL B 35671D857 55,630 -3,739 -6.30 977 -13.16 0.0853
2021-09-07 2017-12-31 13F FREEPORT MCMORAN CL B 35671D857 59,369 -39,827 -40.15 1,125 -19.18 0.1005
2021-09-07 2017-09-30 13F FREEPORT MCMORAN CL B 35671D857 99,196 -3,000 -2.94 1,392 13.45 0.1383
2021-09-07 2017-06-30 13F FREEPORT MCMORAN CL B 35671D857 102,196 16,439 19.17 1,227 7.16 0.1259
2021-09-07 2017-03-31 13F FREEPORT MCMORAN CL B 35671D857 85,757 12,497 17.06 1,145 18.53 0.1191
2021-09-07 2016-12-31 13F FREEPORT MCMORAN CL B 35671D857 73,260 -13,027 -15.10 966 3.09 0.1274
2021-09-07 2016-09-30 13F FREEPORT MCMORAN CL B 35671D857 86,287 -5,343 -5.83 937 -9.90 0.1262
2021-09-07 2016-06-30 13F FREEPORT MCMORAN CL B 35671D857 91,630 12,772 16.20 1,040 33.50 0.1509
2021-09-07 2016-03-31 13F FREEPORT MCMORAN CL B 35671D857 78,858 78,858 779 0.1191
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.