Geneos Wealth Management
RGA icon

Geneos Wealth Management’s Reinsurance Group of America RGA Stock Holding History

Geneos Wealth Management’s Portfolio RGA Stock Details RGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$76.3K Buy
310
+181
+140% +$43.8K ﹤0.01% 1489
2026
Q2 		$27.4K Hold
129
– – ﹤0.01% 1692
2026
Q1 		$26.3K Hold
129
– – ﹤0.01% 1671
2025
Q4 		$26.2K Sell
129
-38
-23% -$7.35K ﹤0.01% 1631
2025
Q3 		$32.1K Sell
167
-237
-59% -$45.4K ﹤0.01% 1542
2025
Q2 		$80.1K Buy
404
+16
+4% +$3.12K ﹤0.01% 1341
2025
Q1 		$76.4K Buy
388
+58
+18% +$12K ﹤0.01% 1279
2024
Q4 		$70.5K Sell
330
-3
-0.9% -$654 ﹤0.01% 1187
2024
Q3 		$72.6K Buy
333
+228
+217% +$48.5K ﹤0.01% 1064
2024
Q2 		$21.6K Sell
105
-24
-19% -$4.79K ﹤0.01% 1321
2024
Q1 		$24.9K Buy
129
+24
+23% +$4.19K ﹤0.01% 1289
2023
Q4 		$17K Buy
105
+5
+5% +$778 ﹤0.01% 1411
2023
Q3 		$14.5K Hold
100
– – ﹤0.01% 1469
2023
Q2 		$13.9K Hold
100
– – ﹤0.01% 1486
2023
Q1 		$13.3K Hold
100
– – ﹤0.01% 1472
2022
Q4 		$14.2K Hold
100
– – ﹤0.01% 1436
2022
Q3 		$12K Hold
100
– – ﹤0.01% 1473
2022
Q2 		$11K Hold
100
– – ﹤0.01% 1916
2022
Q1 		$10K Hold
100
– – ﹤0.01% 2100
2021
Q4 		$10K Hold
100
– – ﹤0.01% 2187
2021
Q3 		$11K Hold
100
– – ﹤0.01% 2191
2021
Q2 		$11K Hold
100
– – ﹤0.01% 2173
2021
Q1 		$13K Hold
100
– – ﹤0.01% 2267
2020
Q4 		$12K Hold
100
– – ﹤0.01% 2150
2020
Q3 		$9K Sell
100
-22
-18% -$1.98K ﹤0.01% 1993
2020
Q2 		$9K Sell
122
-7
-5% -$646 ﹤0.01% 1957
2020
Q1 		$10K Sell
129
-22
-15% -$2.87K ﹤0.01% 1826
2019
Q4 		$24K Buy
151
+100
+196% +$16.2K ﹤0.01% 1607
2019
Q3 		$8K Buy
51
+1
+2% +$155 ﹤0.01% 1976
2019
Q2 		$7K Hold
50
– – ﹤0.01% 2030
2019
Q1 		$7K Sell
50
-3
-6% -$432 ﹤0.01% 1960
2018
Q4 		$7K Buy
+53
New +$7.51K ﹤0.01% 1895

Other funds holding RGA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Geneos Wealth Management's RGA Position: Q3 2026 in Review

Geneos Wealth Management increased its Reinsurance Group of America (RGA) stake by 140% in Q3 2026, buying an estimated $43.8K and bringing the position to 310 shares worth $76.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Geneos Wealth Management first reported a position in RGA in Q4 2018 and has held it in 32 quarters since. The position peaked at $80.1K in Q2 2025. 390 funds tracked by Wall St. Rank hold RGA as of Q3 2026.

  • Geneos Wealth Management held 310 shares of Reinsurance Group of America worth $76.3K as of Q3 2026.
  • Geneos Wealth Management bought 181 Reinsurance Group of America shares in Q3 2026, an estimated $43.8K.
  • Reinsurance Group of America made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1489 holding.
  • Geneos Wealth Management first reported a position in Reinsurance Group of America in Q4 2018 and has held it in 32 quarters since.
  • Geneos Wealth Management's Reinsurance Group of America position peaked at $80.1K in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Reinsurance Group of America as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.