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Geneos Wealth Management’s RH RH Stock Holding History

Geneos Wealth Management’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.7K Hold
302
– – ﹤0.01% 1465
2026
Q1 		$42.2K Buy
+302
New +$55K ﹤0.01% 1493
2025
Q3 		– Sell
-5
Closed -$945 – 3033
2025
Q2 		$945 Buy
+5
New +$929 ﹤0.01% 2997
2025
Q1 		– Sell
-2
Closed -$787 – 3137
2024
Q4 		$787 Buy
+2
New +$711 ﹤0.01% 2823
2018
Q1 		– Sell
-346
Closed -$29K – 2227
2017
Q4 		$29K Buy
+346
New +$31.3K ﹤0.01% 1248
2017
Q3 		– Sell
-250
Closed -$16K – 2141
2017
Q2 		$16K Hold
250
– – ﹤0.01% 1364
2017
Q1 		$11K Buy
+250
New +$7.73K ﹤0.01% 1458

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's RH Position: Q2 2026 in Review

Geneos Wealth Management held its RH (RH) position steady in Q2 2026 at 302 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Geneos Wealth Management first reported a position in RH in Q1 2017 and has held it in 7 quarters since. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Geneos Wealth Management held 302 shares of RH worth $49.7K as of Q2 2026.
  • Geneos Wealth Management left its RH share count unchanged in Q2 2026.
  • RH made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1465 holding.
  • Geneos Wealth Management first reported a position in RH in Q1 2017 and has held it in 7 quarters since.
  • 372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.