Geneos Wealth Management’s Rocket Companies RKT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80.3K	Buy	5,099 +1,629	+47%	+$23.5K	﹤0.01%	1300
2026 Q1	$49.4K	Buy	3,470 +300	+9%	+$5.46K	﹤0.01%	1439
2025 Q4	$61.4K	Buy	3,170 +1,217	+62%	+$21.8K	﹤0.01%	1319
2025 Q3	$37.8K	Buy	+1,953	New	+$34.1K	﹤0.01%	1482
2022 Q1	–	Sell	-515	Closed	-$7K	–	2938
2021 Q4	$7K	Sell	515 -1,265	-71%	-$20.1K	﹤0.01%	2313
2021 Q3	$28K	Hold	1,780	–	–	﹤0.01%	1756
2021 Q2	$33K	Hold	1,780	–	–	﹤0.01%	1670
2021 Q1	$39K	Hold	1,780	–	–	﹤0.01%	1758
2020 Q4	$42K	Sell	1,780 -1,050	-37%	-$22.2K	﹤0.01%	1545
2020 Q3	$58K	Buy	+2,830	New	+$66K	﹤0.01%	1185

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geneos Wealth Management's RKT Position: Q2 2026 in Review

Geneos Wealth Management increased its Rocket Companies (RKT) stake by 47% in Q2 2026, buying an estimated $23.5K and bringing the position to 5,099 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Geneos Wealth Management first reported a position in RKT in Q3 2020 and has held it in 10 quarters since. 796 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Geneos Wealth Management held 5,099 shares of Rocket Companies worth $80.3K as of Q2 2026.
Geneos Wealth Management bought 1,629 Rocket Companies shares in Q2 2026, an estimated $23.5K.
Rocket Companies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1300 holding.
Geneos Wealth Management first reported a position in Rocket Companies in Q3 2020 and has held it in 10 quarters since.
796 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.