Geneos Wealth Management
RH icon

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
Q3 		– Sell
-302
Closed -$49.7K – 3226
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

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Geode Capital Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Geneos Wealth Management sold out of RH (RH) in Q3 2026, closing a stake of 302 shares — an estimated $49.7K sold.

Geneos Wealth Management first reported a position in RH in Q1 2017 and held it in 7 quarters. The position peaked at $49.7K in Q2 2026. 131 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Geneos Wealth Management reported no remaining RH position as of Q3 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 302 RH shares in Q3 2026, an estimated $49.7K.
  • Geneos Wealth Management first reported a position in RH in Q1 2017 and held it in 7 quarters.
  • Geneos Wealth Management's RH position peaked at $49.7K in Q2 2026.
  • 131 funds tracked by Wall St. Rank held RH as of Q3 2026.

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