Geneos Wealth Management’s RH RH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945 | Buy |
+5
| New | +$945 | ﹤0.01% | 2997 |
|
|
2025
Q1 | – | Sell |
-2
| Closed | -$787 | – | 3155 |
|
|
2024
Q4 | $787 | Buy |
+2
| New | +$787 | ﹤0.01% | 2823 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 2608 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 2159 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 2204 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 2158 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 2081 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2472 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 2753 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 2936 |
|
|
2018
Q1 | – | Sell |
-346
| Closed | -$29K | – | 2227 |
|
|
2017
Q4 | $29K | Buy |
+346
| New | +$29K | ﹤0.01% | 1248 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$16K | – | 2141 |
|
|
2017
Q2 | $16K | Hold |
250
| – | – | ﹤0.01% | 1364 |
|
|
2017
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 1458 |
|