Geneos Wealth Management’s RB Global RBA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $48.5K | Sell |
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|
2025
Q2 | $58.5K | Sell |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $40K | Buy |
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|
2024
Q3 | $7.49K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $19.7K | Buy |
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|
2022
Q4 | $8.68K | Sell |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $37K | Hold |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $32K | Sell |
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|
2021
Q1 | $63K | Sell |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $76K | Sell |
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|
2020
Q2 | $55K | Buy |
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|
2020
Q1 | $34K | Buy |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $10K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $23K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $24K | Buy |
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|
2016
Q2 | $20K | Sell |
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|
2016
Q1 | $17K | Buy |
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