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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
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 – 2939
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return