Geneos Wealth Management’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-18
| Closed | -$2.76K | – | 3036 |
|
|
2025
Q2 | $2.76K | Buy |
18
+9
| +100% | +$1.29K | ﹤0.01% | 2743 |
|
|
2025
Q1 | $3.75K | Hold |
9
| – | – | ﹤0.01% | 2831 |
|
|
2024
Q4 | $1.4K | Hold |
9
| – | – | ﹤0.01% | 2691 |
|
|
2024
Q3 | $1.1K | Sell |
9
-12
| -57% | -$1.4K | ﹤0.01% | 2429 |
|
|
2024
Q2 | $2.6K | Sell |
21
-19
| -48% | -$2.35K | ﹤0.01% | 1842 |
|
|
2024
Q1 | $5.14K | Buy |
40
+19
| +90% | +$2.21K | ﹤0.01% | 1705 |
|
|
2023
Q4 | $2.34K | Hold |
21
| – | – | ﹤0.01% | 1891 |
|
|
2023
Q3 | $2.11K | Hold |
21
| – | – | ﹤0.01% | 1925 |
|
|
2023
Q2 | $2.18K | Hold |
21
| – | – | ﹤0.01% | 1913 |
|
|
2023
Q1 | $1.96K | Sell |
21
-379
| -95% | -$40.1K | ﹤0.01% | 1903 |
|
|
2022
Q4 | $42.7K | Hold |
400
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q3 | $39K | Sell |
400
-742
| -65% | -$75.1K | ﹤0.01% | 1107 |
|
|
2022
Q2 | $101K | Sell |
1,142
-353
| -24% | -$34.6K | 0.01% | 1006 |
|
|
2022
Q1 | $164K | Buy |
1,495
+753
| +101% | +$79.8K | 0.01% | 883 |
|
|
2021
Q4 | $74K | Hold |
742
| – | – | ﹤0.01% | 1298 |
|
|
2021
Q3 | $70K | Sell |
742
-1
| -0.1% | -$90 | ﹤0.01% | 1330 |
|
|
2021
Q2 | $65K | Sell |
743
-750
| -50% | -$65.3K | ﹤0.01% | 1360 |
|
|
2021
Q1 | $130K | Hold |
1,493
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q4 | $61K | Buy |
1,493
+750
| +101% | +$42.9K | ﹤0.01% | 1358 |
|
|
2020
Q3 | $35K | Hold |
743
| – | – | ﹤0.01% | 1399 |
|
|
2020
Q2 | $32K | Sell |
743
-18
| -2% | -$811 | ﹤0.01% | 1422 |
|
|
2020
Q1 | $31K | Hold |
761
| – | – | ﹤0.01% | 1326 |
|
|
2019
Q4 | $45K | Hold |
761
| – | – | ﹤0.01% | 1319 |
|
|
2019
Q3 | $42K | Hold |
761
| – | – | ﹤0.01% | 1278 |
|
|
2019
Q2 | $42K | Hold |
761
| – | – | ﹤0.01% | 1281 |
|
|
2019
Q1 | $40K | Buy |
761
+18
| +2% | +$964 | ﹤0.01% | 1251 |
|
|
2018
Q4 | $36K | Hold |
743
| – | – | ﹤0.01% | 1253 |
|
|
2018
Q3 | $45K | Hold |
743
| – | – | ﹤0.01% | 1217 |
|
|
2018
Q2 | $44K | Hold |
743
| – | – | ﹤0.01% | 1104 |
|
|
2018
Q1 | $44K | Hold |
743
| – | – | ﹤0.01% | 1048 |
|
|
2017
Q4 | $44K | Hold |
743
| – | – | ﹤0.01% | 1063 |
|
|
2017
Q3 | $41K | Hold |
743
| – | – | ﹤0.01% | 1054 |
|
|
2017
Q2 | $39K | Sell |
743
-22
| -3% | -$1.11K | ﹤0.01% | 1030 |
|
|
2017
Q1 | $38K | Hold |
765
| – | – | ﹤0.01% | 990 |
|
|
2016
Q4 | $35K | Hold |
765
| – | – | ﹤0.01% | 968 |
|
|
2016
Q3 | $29K | Buy |
765
+22
| +3% | +$811 | ﹤0.01% | 999 |
|
|
2016
Q2 | $24K | Hold |
743
| – | – | ﹤0.01% | 1058 |
|
|
2016
Q1 | $23K | Buy |
+743
| New | +$22.8K | ﹤0.01% | 1050 |
|
Other funds holding RJF
Geneos Wealth Management's RJF Position: Q3 2025 in Review
Geneos Wealth Management sold out of Raymond James Financial (RJF) in Q3 2025, closing a stake of 18 shares — an estimated $2.76K sold.
Geneos Wealth Management first reported a position in RJF in Q1 2016 and held it in 38 quarters. The position peaked at $164K in Q1 2022. 890 funds tracked by Wall St. Rank hold RJF as of Q3 2025.
- Geneos Wealth Management reported no remaining Raymond James Financial position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 18 Raymond James Financial shares in Q3 2025, an estimated $2.76K.
- Geneos Wealth Management first reported a position in Raymond James Financial in Q1 2016 and held it in 38 quarters.
- Geneos Wealth Management's Raymond James Financial position peaked at $164K in Q1 2022.
- 890 funds tracked by Wall St. Rank held Raymond James Financial as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.