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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
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 – 3155
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 $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management opened a new position in RH (RH) in Q1 2026: 302 shares worth $42.2K. The stake represents ﹤0.01% of the portfolio and ranks #1493 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in RH as recently as Q2 2025.

Geneos Wealth Management first reported a position in RH in Q1 2017 and has held it in 6 quarters since. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Geneos Wealth Management held 302 shares of RH worth $42.2K as of Q1 2026.
  • RH was a new Geneos Wealth Management position in Q1 2026.
  • RH made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1493 holding.
  • Geneos Wealth Management first reported a position in RH in Q1 2017 and has held it in 6 quarters since.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

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