What smart money is saying about Genesis Minerals
No fund has written a full thesis on Genesis Minerals in our archive, but 2 fund letters report a position in it, most recently Solaris Investment Management Australian Equity Income Plus Limited in September 2026.
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Position history
Every position in Genesis Minerals on record in the archive was reported in Q3 2026, across 2 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- HoldsSolaris Investment Management Australian Equity Income Plus LimitedSeptember 2026
Listed in Solaris Investment Management Australian Equity Income Plus Limited’s reported holdings.
Genesis Minerals - September 2026
“This follows on from Genesis’ ~A$12.6 billion merger with Vault announced in July, which will likely also see Western Australian asset sales ensue.”
Genesis Minerals
Also mentioned · 1
These funds discuss Genesis Minerals as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedL1 Capital Gold Fund LimitedSeptember 2026
“This follows on from Genesis’ ~A$12.6 billion merger with Vault announced in July, which will likely also see Western Australian asset sales ensue.”
Genesis Minerals
Read the letters behind these Genesis Minerals positions
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