Geneos Wealth Management’s BRC Group Holdings RILY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-750	Closed	-$2.9K	–	3206
2025 Q1	$2.9K	Buy	750 +500	+200%	+$2.27K	﹤0.01%	2892
2024 Q4	$1.15K	Hold	250	–	–	﹤0.01%	2738
2024 Q3	$1.31K	Hold	250	–	–	﹤0.01%	2387
2024 Q2	$4.41K	Hold	250	–	–	﹤0.01%	1750
2024 Q1	$5.29K	Hold	250	–	–	﹤0.01%	1701
2023 Q4	$5.25K	Hold	250	–	–	﹤0.01%	1717
2023 Q3	$10.2K	Hold	250	–	–	﹤0.01%	1563
2023 Q2	$11.5K	Hold	250	–	–	﹤0.01%	1539
2023 Q1	$7.1K	Hold	250	–	–	﹤0.01%	1639
2022 Q4	$8.55K	Hold	250	–	–	﹤0.01%	1572
2022 Q3	$11K	Sell	250 -1,925	-89%	-$96.2K	﹤0.01%	1495
2022 Q2	$94K	Hold	2,175	–	–	﹤0.01%	1031
2022 Q1	$152K	Hold	2,175	–	–	0.01%	918
2021 Q4	$193K	Hold	2,175	–	–	0.01%	885
2021 Q3	$129K	Hold	2,175	–	–	﹤0.01%	1055
2021 Q2	$166K	Buy	2,175 +100	+5%	+$7K	0.01%	932
2021 Q1	$147K	Hold	2,075	–	–	﹤0.01%	1111
2020 Q4	$113K	Sell	2,075 -100	-5%	-$3.22K	﹤0.01%	1089
2020 Q3	$53K	Hold	2,175	–	–	﹤0.01%	1227
2020 Q2	$44K	Hold	2,175	–	–	﹤0.01%	1272
2020 Q1	$37K	Buy	+2,175	New	+$51.2K	﹤0.01%	1237

Other funds holding RILY

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

DFA

Davies Financial Advisors Murrieta, California $10.9M AUM 21.57% 1-Year Est. Return

Geneos Wealth Management's RILY Position: Q2 2025 in Review

Geneos Wealth Management sold out of BRC Group Holdings (RILY) in Q2 2025, closing a stake of 750 shares — an estimated $2.9K sold.

Geneos Wealth Management first reported a position in RILY in Q1 2020 and held it in 21 quarters. The position peaked at $193K in Q4 2021. 73 funds tracked by Wall St. Rank hold RILY as of Q2 2025.

Geneos Wealth Management reported no remaining BRC Group Holdings position as of Q2 2025 after selling out during the quarter.
Geneos Wealth Management sold 750 BRC Group Holdings shares in Q2 2025, an estimated $2.9K.
Geneos Wealth Management first reported a position in BRC Group Holdings in Q1 2020 and held it in 21 quarters.
Geneos Wealth Management's BRC Group Holdings position peaked at $193K in Q4 2021.
73 funds tracked by Wall St. Rank held BRC Group Holdings as of Q2 2025.

Based on Geneos Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.