Geneos Wealth Management’s RBC Bearings RBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.77K | Sell |
15
-33
| -69% | -$12.7K | ﹤0.01% | 2531 |
|
|
2025
Q1 | $15.4K | Buy |
48
+36
| +300% | +$11.6K | ﹤0.01% | 2432 |
|
|
2024
Q4 | $3.59K | Hold |
12
| – | – | ﹤0.01% | 2445 |
|
|
2024
Q3 | $3.59K | Buy |
+12
| New | +$3.59K | ﹤0.01% | 2163 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$2K | – | 3060 |
|
|
2021
Q1 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 2920 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$4K | – | 2581 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 2249 |
|
|
2019
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2166 |
|
|
2019
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 2126 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 2175 |
|
|
2018
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 2131 |
|
|
2018
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 2125 |
|
|
2018
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 2057 |
|
|
2018
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 1968 |
|
|
2017
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 1956 |
|
|
2017
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 1908 |
|
|
2017
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1863 |
|
|
2017
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1919 |
|
|
2016
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 1888 |
|
|
2016
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 1801 |
|
|
2016
Q2 | – | Sell |
-22
| Closed | -$1K | – | 1838 |
|
|
2016
Q1 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 1743 |
|