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Geneos Wealth Management’s Royal Caribbean RCL Stock Holding History

Geneos Wealth Management’s Portfolio RCL Stock Details RCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$374K Sell
1,358
-82
-6% -$24.4K 0.01% 779
2025
Q4 		$402K Hold
1,440
– – 0.01% 731
2025
Q3 		$466K Sell
1,440
-650
-31% -$217K 0.01% 670
2025
Q2 		$654K Sell
2,090
-1,244
-37% -$296K 0.02% 633
2025
Q1 		$880K Sell
3,334
-13,897
-81% -$3.28M 0.01% 704
2024
Q4 		$3.98M Sell
17,231
-1,047
-6% -$232K 0.14% 170
2024
Q3 		$3.24M Buy
18,278
+4
+0% +$648 0.12% 199
2024
Q2 		$2.91M Sell
18,274
-509
-3% -$73.2K 0.13% 187
2024
Q1 		$2.61M Sell
18,783
-62
-0.3% -$7.74K 0.12% 208
2023
Q4 		$2.44M Buy
18,845
+17,782
+1,673% +$1.81M 0.12% 201
2023
Q3 		$97.9K Hold
1,063
– – 0.01% 877
2023
Q2 		$110K Hold
1,063
– – 0.01% 849
2023
Q1 		$69.4K Hold
1,063
– – ﹤0.01% 965
2022
Q4 		$52.5K Hold
1,063
– – ﹤0.01% 1040
2022
Q3 		$40K Sell
1,063
-797
-43% -$32.3K ﹤0.01% 1094
2022
Q2 		$65K Hold
1,860
– – ﹤0.01% 1173
2022
Q1 		$155K Sell
1,860
-330
-15% -$26K 0.01% 906
2021
Q4 		$168K Sell
2,190
-378
-15% -$30.7K 0.01% 945
2021
Q3 		$237K Buy
2,568
+60
+2% +$4.85K 0.01% 791
2021
Q2 		$215K Sell
2,508
-540
-18% -$47.1K 0.01% 811
2021
Q1 		$265K Sell
3,048
-100
-3% -$7.93K 0.01% 851
2020
Q4 		$250K Sell
3,148
-566
-15% -$39.5K 0.01% 753
2020
Q3 		$239K Sell
3,714
-182
-5% -$10.7K 0.01% 630
2020
Q2 		$180K Buy
3,896
+1,952
+100% +$88.3K 0.01% 702
2020
Q1 		$67K Buy
1,944
+1,314
+209% +$120K ﹤0.01% 997
2019
Q4 		$84K Buy
630
+1
+0.2% +$117 ﹤0.01% 1018
2019
Q3 		$67K Sell
629
-30
-5% -$3.3K ﹤0.01% 1050
2019
Q2 		$79K Sell
659
-33
-5% -$4.02K ﹤0.01% 999
2019
Q1 		$79K Buy
692
+1
+0.1% +$114 0.01% 948
2018
Q4 		$66K Hold
691
– – ﹤0.01% 982
2018
Q3 		$89K Sell
691
-1
-0.1% -$117 0.01% 929
2018
Q2 		$71K Sell
692
-1
-0.1% -$110 0.01% 904
2018
Q1 		$81K Hold
693
– – 0.01% 826
2017
Q4 		$82K Buy
693
+30
+5% +$3.71K 0.01% 813
2017
Q3 		$78K Hold
663
– – 0.01% 785
2017
Q2 		$72K Sell
663
-10
-1% -$1.06K 0.01% 792
2017
Q1 		$66K Buy
673
+306
+83% +$28.6K 0.01% 791
2016
Q4 		$30K Hold
367
– – ﹤0.01% 1025
2016
Q3 		$27K Buy
367
+32
+10% +$2.25K ﹤0.01% 1027
2016
Q2 		$23K Hold
335
– – ﹤0.01% 1073
2016
Q1 		$27K Buy
+335
New +$26.1K ﹤0.01% 1001

Other funds holding RCL

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management reduced its Royal Caribbean (RCL) stake by 5.7% in Q1 2026, selling an estimated $24.4K and leaving 1,358 shares worth $374K. The position accounts for 0.01% of the portfolio, ranked #779.

Geneos Wealth Management first reported a position in RCL in Q1 2016 and has held it in 41 quarters since. The position peaked at $3.98M in Q4 2024. 1,169 funds tracked by Wall St. Rank hold RCL as of Q1 2026.

  • Geneos Wealth Management held 1,358 shares of Royal Caribbean worth $374K as of Q1 2026.
  • Geneos Wealth Management sold 82 Royal Caribbean shares in Q1 2026, an estimated $24.4K.
  • Royal Caribbean made up 0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #779 holding.
  • Geneos Wealth Management first reported a position in Royal Caribbean in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Royal Caribbean position peaked at $3.98M in Q4 2024.
  • 1,169 funds tracked by Wall St. Rank held Royal Caribbean as of Q1 2026.

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