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Geneos Wealth Management’s Regions Financial RF Stock Holding History

Geneos Wealth Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-129
Closed -$3.49K – 2550
2025
Q4 		$3.49K Sell
129
-2,473
-95% -$63.2K ﹤0.01% 2225
2025
Q3 		$68.6K Sell
2,602
-5,595
-68% -$145K ﹤0.01% 1259
2025
Q2 		$193K Buy
8,197
+1,466
+22% +$31K ﹤0.01% 1011
2025
Q1 		$146K Buy
6,731
+1,294
+24% +$30.1K ﹤0.01% 1037
2024
Q4 		$128K Sell
5,437
-2,715
-33% -$67.1K ﹤0.01% 984
2024
Q3 		$190K Buy
8,152
+4,446
+120% +$97.2K 0.01% 782
2024
Q2 		$74.3K Hold
3,706
– – ﹤0.01% 951
2024
Q1 		$78K Hold
3,706
– – ﹤0.01% 929
2023
Q4 		$71.8K Hold
3,706
– – ﹤0.01% 948
2023
Q3 		$63.7K Hold
3,706
– – ﹤0.01% 1011
2023
Q2 		$66K Hold
3,706
– – ﹤0.01% 998
2023
Q1 		$68.8K Buy
3,706
+706
+24% +$15.4K ﹤0.01% 967
2022
Q4 		$64.7K Sell
3,000
-300
-9% -$6.5K ﹤0.01% 958
2022
Q3 		$66K Sell
3,300
-244
-7% -$5.15K ﹤0.01% 934
2022
Q2 		$67K Buy
3,544
+204
+6% +$4.21K ﹤0.01% 1162
2022
Q1 		$74K Buy
3,340
+208
+7% +$4.89K ﹤0.01% 1208
2021
Q4 		$68K Sell
3,132
-27,919
-90% -$639K ﹤0.01% 1338
2021
Q3 		$675K Buy
31,051
+234
+0.8% +$4.66K 0.03% 496
2021
Q2 		$624K Buy
30,817
+1,093
+4% +$23.6K 0.02% 502
2021
Q1 		$647K Buy
29,724
+1,501
+5% +$29.3K 0.02% 568
2020
Q4 		$592K Buy
28,223
+1,490
+6% +$21.5K 0.02% 491
2020
Q3 		$294K Buy
26,733
+2
+0% +$22 0.02% 568
2020
Q2 		$284K Buy
26,731
+2
+0% +$21 0.02% 562
2020
Q1 		$258K Buy
26,729
+1
+0% +$14 0.02% 542
2019
Q4 		$458K Buy
26,728
+1
+0% +$16 0.02% 457
2019
Q3 		$426K Buy
26,727
+1
+0% +$15 0.03% 443
2019
Q2 		$399K Buy
26,726
+72
+0.3% +$1.06K 0.02% 474
2019
Q1 		$377K Buy
26,654
+1
+0% +$15 0.02% 476
2018
Q4 		$355K Buy
26,653
+5,292
+25% +$85K 0.03% 448
2018
Q3 		$391K Sell
21,361
-239
-1% -$4.5K 0.03% 439
2018
Q2 		$384K Buy
21,600
+1
+0% +$19 0.03% 379
2018
Q1 		$401K Hold
21,599
– – 0.04% 353
2017
Q4 		$373K Sell
21,599
-200
-0.9% -$3.2K 0.03% 383
2017
Q3 		$332K Sell
21,799
-999
-4% -$14.4K 0.03% 381
2017
Q2 		$333K Sell
22,798
-3,170
-12% -$44.6K 0.03% 374
2017
Q1 		$377K Sell
25,968
-2,912
-10% -$43K 0.04% 337
2016
Q4 		$414K Sell
28,880
-7,301
-20% -$90.2K 0.05% 287
2016
Q3 		$357K Sell
36,181
-7,962
-18% -$74.5K 0.05% 314
2016
Q2 		$369K Sell
44,143
-667
-1% -$6.04K 0.05% 304
2016
Q1 		$353K Buy
+44,810
New +$360K 0.05% 305

Other funds holding RF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Geneos Wealth Management sold out of Regions Financial (RF) in Q1 2026, closing a stake of 129 shares — an estimated $3.49K sold.

Geneos Wealth Management first reported a position in RF in Q1 2016 and held it in 40 quarters. The position peaked at $675K in Q3 2021. 1,083 funds tracked by Wall St. Rank hold RF as of Q1 2026.

  • Geneos Wealth Management reported no remaining Regions Financial position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 129 Regions Financial shares in Q1 2026, an estimated $3.49K.
  • Geneos Wealth Management first reported a position in Regions Financial in Q1 2016 and held it in 40 quarters.
  • Geneos Wealth Management's Regions Financial position peaked at $675K in Q3 2021.
  • 1,083 funds tracked by Wall St. Rank held Regions Financial as of Q1 2026.

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