Geneos Wealth Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74.1K | Sell |
1,270
-2,074
| -62% | -$121K | ﹤0.01% | 1385 |
|
|
2025
Q1 | $201K | Buy |
3,344
+2,495
| +294% | +$150K | ﹤0.01% | 1229 |
|
|
2024
Q4 | $49.9K | Hold |
849
| – | – | ﹤0.01% | 1324 |
|
|
2024
Q3 | $60.4K | Buy |
849
+534
| +170% | +$38K | ﹤0.01% | 1130 |
|
|
2024
Q2 | $20.8K | Sell |
315
-100
| -24% | -$6.59K | ﹤0.01% | 1341 |
|
|
2024
Q1 | $26.5K | Buy |
415
+148
| +55% | +$9.43K | ﹤0.01% | 1269 |
|
|
2023
Q4 | $19.9K | Sell |
267
-2,457
| -90% | -$183K | ﹤0.01% | 1352 |
|
|
2023
Q3 | $173K | Buy |
2,724
+39
| +1% | +$2.48K | 0.01% | 715 |
|
|
2023
Q2 | $171K | Buy |
2,685
+1,614
| +151% | +$103K | 0.01% | 718 |
|
|
2023
Q1 | $73.5K | Sell |
1,071
-758
| -41% | -$52K | ﹤0.01% | 943 |
|
|
2022
Q4 | $130K | Hold |
1,829
| – | – | 0.01% | 765 |
|
|
2022
Q3 | $100K | Buy |
1,829
+131
| +8% | +$7.16K | 0.01% | 801 |
|
|
2022
Q2 | $101K | Buy |
1,698
+277
| +19% | +$16.5K | 0.01% | 1005 |
|
|
2022
Q1 | $114K | Sell |
1,421
-125
| -8% | -$10K | ﹤0.01% | 1035 |
|
|
2021
Q4 | $103K | Buy |
1,546
+620
| +67% | +$41.3K | ﹤0.01% | 1158 |
|
|
2021
Q3 | $61K | Buy |
926
+258
| +39% | +$17K | ﹤0.01% | 1392 |
|
|
2021
Q2 | $55K | Buy |
668
+100
| +18% | +$8.23K | ﹤0.01% | 1430 |
|
|
2021
Q1 | $56K | Hold |
568
| – | – | ﹤0.01% | 1567 |
|
|
2020
Q4 | $44K | Sell |
568
-100
| -15% | -$7.75K | ﹤0.01% | 1522 |
|
|
2020
Q3 | $40K | Sell |
668
-300
| -31% | -$18K | ﹤0.01% | 1351 |
|
|
2020
Q2 | $54K | Buy |
968
+200
| +26% | +$11.2K | ﹤0.01% | 1183 |
|
|
2020
Q1 | $33K | Sell |
768
-106
| -12% | -$4.56K | ﹤0.01% | 1300 |
|
|
2019
Q4 | $51K | Buy |
874
+406
| +87% | +$23.7K | ﹤0.01% | 1246 |
|
|
2019
Q3 | $24K | Sell |
468
-423
| -47% | -$21.7K | ﹤0.01% | 1528 |
|
|
2019
Q2 | $55K | Buy |
891
+68
| +8% | +$4.2K | ﹤0.01% | 1139 |
|
|
2019
Q1 | $48K | Sell |
823
-300
| -27% | -$17.5K | ﹤0.01% | 1167 |
|
|
2018
Q4 | $54K | Hold |
1,123
| – | – | ﹤0.01% | 1059 |
|
|
2018
Q3 | $57K | Buy |
1,123
+200
| +22% | +$10.2K | ﹤0.01% | 1117 |
|
|
2018
Q2 | $51K | Sell |
923
-300
| -25% | -$16.6K | ﹤0.01% | 1032 |
|
|
2018
Q1 | $63K | Hold |
1,223
| – | – | 0.01% | 913 |
|
|
2017
Q4 | $64K | Hold |
1,223
| – | – | 0.01% | 904 |
|
|
2017
Q3 | $57K | Sell |
1,223
-300
| -20% | -$14K | 0.01% | 891 |
|
|
2017
Q2 | $64K | Sell |
1,523
-195
| -11% | -$8.19K | 0.01% | 843 |
|
|
2017
Q1 | $69K | Buy |
1,718
+150
| +10% | +$6.02K | 0.01% | 779 |
|
|
2016
Q4 | $60K | Buy |
1,568
+650
| +71% | +$24.9K | 0.01% | 776 |
|
|
2016
Q3 | $30K | Hold |
918
| – | – | ﹤0.01% | 989 |
|
|
2016
Q2 | $28K | Sell |
918
-362
| -28% | -$11K | ﹤0.01% | 1011 |
|
|
2016
Q1 | $36K | Buy |
+1,280
| New | +$36K | 0.01% | 906 |
|