GWM
RBRK icon

Geneos Wealth Management’s Rubrik RBRK Stock Holding History

Geneos Wealth Management’s Portfolio RBRK Stock Details RBRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.41K Sell
90
-1,000
-92% -$57.4K ﹤0.01% 2186
2025
Q4 		$83.4K Hold
1,090
– – ﹤0.01% 1212
2025
Q3 		$89.7K Hold
1,090
– – ﹤0.01% 1160
2025
Q2 		$97.7K Sell
1,090
-1,006
-48% -$79.5K ﹤0.01% 1265
2025
Q1 		$128K Buy
2,096
+1,032
+97% +$70.5K ﹤0.01% 1431
2024
Q4 		$69.5K Buy
+1,064
New +$52.6K ﹤0.01% 1191

Other funds holding RBRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's RBRK Position: Q1 2026 in Review

Geneos Wealth Management reduced its Rubrik (RBRK) stake by 92% in Q1 2026, selling an estimated $57.4K and leaving 90 shares worth $4.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2186.

Geneos Wealth Management first reported a position in RBRK in Q4 2024 and has held it in 6 quarters since. The position peaked at $128K in Q1 2025. 462 funds tracked by Wall St. Rank hold RBRK as of Q1 2026.

  • Geneos Wealth Management held 90 shares of Rubrik worth $4.41K as of Q1 2026.
  • Geneos Wealth Management sold 1,000 Rubrik shares in Q1 2026, an estimated $57.4K.
  • Rubrik made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2186 holding.
  • Geneos Wealth Management first reported a position in Rubrik in Q4 2024 and has held it in 6 quarters since.
  • Geneos Wealth Management's Rubrik position peaked at $128K in Q1 2025.
  • 462 funds tracked by Wall St. Rank held Rubrik as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.