Geneos Wealth Management’s Robert Half RHI Stock Holding History

Geneos Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-22	Closed	-$903	–	3034
2025 Q2	$903	Sell	22 -30	-58%	-$1.37K	﹤0.01%	3015
2025 Q1	$2.84K	Buy	52 +32	+160%	+$1.95K	﹤0.01%	2675
2024 Q4	$1.41K	Hold	20	–	–	﹤0.01%	2687
2024 Q3	$1.35K	Buy	+20	New	+$1.27K	﹤0.01%	2385
2021 Q2	–	Sell	-175	Closed	-$15K	–	3062
2021 Q1	$15K	Buy	+175	New	+$12.7K	﹤0.01%	2213
2020 Q4	–	Sell	-100	Closed	-$5K	–	2983
2020 Q3	$5K	Hold	100	–	–	﹤0.01%	2196
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	2162
2020 Q1	$3K	Sell	100 -143	-59%	-$7.74K	﹤0.01%	2200
2019 Q4	$15K	Hold	243	–	–	﹤0.01%	1810
2019 Q3	$13K	Hold	243	–	–	﹤0.01%	1788
2019 Q2	$13K	Buy	243 +98	+68%	+$5.85K	﹤0.01%	1819
2019 Q1	$9K	Sell	145 -32	-18%	-$2.03K	﹤0.01%	1874
2018 Q4	$9K	Hold	177	–	–	﹤0.01%	1826
2018 Q3	$12K	Buy	+177	New	+$13K	﹤0.01%	1788

Other funds holding RHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Geneos Wealth Management's RHI Position: Q3 2025 in Review

Geneos Wealth Management sold out of Robert Half (RHI) in Q3 2025, closing a stake of 22 shares — an estimated $903 sold.

Geneos Wealth Management first reported a position in RHI in Q3 2018 and held it in 14 quarters. The position peaked at $15K in Q1 2021. 440 funds tracked by Wall St. Rank hold RHI as of Q3 2025.

Geneos Wealth Management reported no remaining Robert Half position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 22 Robert Half shares in Q3 2025, an estimated $903.
Geneos Wealth Management first reported a position in Robert Half in Q3 2018 and held it in 14 quarters.
Geneos Wealth Management's Robert Half position peaked at $15K in Q1 2021.
440 funds tracked by Wall St. Rank held Robert Half as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.