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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
-730
Closed -$13.1K – 3208
2025
Q1 		$13.1K Buy
+730
New +$17.5K ﹤0.01% 2481
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 $5.72T AUM 30.48% 1-Year Est. Return
VS
VK Services Menlo Park, California $543K AUM 174.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 730 shares — an estimated $13.1K sold.

Geneos Wealth Management first reported a position in RKLB in Q1 2022 and held it in 7 quarters. The position peaked at $13.1K in Q1 2025. 514 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 730 Rocket Lab Corp shares in Q2 2025, an estimated $13.1K.
  • 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 $13.1K in Q1 2025.
  • 514 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.