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Geneos Wealth Management’s Rocket Lab Corp RKLB Stock Holding History

Geneos Wealth Management’s Portfolio RKLB Stock Details RKLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-365
Closed -$6.53K – 3200
2025
Q1 		$6.53K Buy
+365
New +$8.75K ﹤0.01% 2426
2024
Q4 		– Sell
-200
Closed -$1.95K – 2948
2024
Q3 		$1.95K Hold
200
– – ﹤0.01% 2304
2024
Q2 		$960 Hold
200
– – ﹤0.01% 1983
2024
Q1 		$822 Hold
200
– – ﹤0.01% 2066
2023
Q4 		$1.11K Hold
200
– – ﹤0.01% 2000
2023
Q3 		$876 Buy
+200
New +$1.22K ﹤0.01% 2042
2022
Q2 		– Sell
-100
Closed – – 2754
2022
Q1 		$0 Buy
+100
New +$931 ﹤0.01% 2937

Other funds holding RKLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VS
VK Services Menlo Park, California $1.01M AUM 157.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of Rocket Lab Corp (RKLB) in Q2 2025, closing a stake of 365 shares — an estimated $6.53K sold.

Geneos Wealth Management first reported a position in RKLB in Q1 2022 and held it in 7 quarters. The position peaked at $6.53K in Q1 2025. 516 funds tracked by Wall St. Rank hold RKLB as of Q2 2025.

  • Geneos Wealth Management reported no remaining Rocket Lab Corp position as of Q2 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 365 Rocket Lab Corp shares in Q2 2025, an estimated $6.53K.
  • Geneos Wealth Management first reported a position in Rocket Lab Corp in Q1 2022 and held it in 7 quarters.
  • Geneos Wealth Management's Rocket Lab Corp position peaked at $6.53K in Q1 2025.
  • 516 funds tracked by Wall St. Rank held Rocket Lab Corp as of Q2 2025.

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