Geneos Wealth Management’s Regional Management Corp RM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$8.76K	Sell	300 -300	-50%	-$8.76K	﹤0.01%	2372
2025 Q1	$18.1K	Buy	600 +300	+100%	+$9.03K	﹤0.01%	2369
2024 Q4	$10.2K	Hold	300	–	–	﹤0.01%	2045
2024 Q3	$9.81K	Hold	300	–	–	﹤0.01%	1850
2024 Q2	$8.62K	Hold	300	–	–	﹤0.01%	1583
2024 Q1	$7.26K	Hold	300	–	–	﹤0.01%	1623
2023 Q4	$7.52K	Hold	300	–	–	﹤0.01%	1617
2023 Q3	$8.3K	Hold	300	–	–	﹤0.01%	1622
2023 Q2	$9.15K	Hold	300	–	–	﹤0.01%	1599
2023 Q1	$7.83K	Hold	300	–	–	﹤0.01%	1612
2022 Q4	$8.42K	Hold	300	–	–	﹤0.01%	1577
2022 Q3	$8K	Sell	300 -150	-33%	-$4K	﹤0.01%	1583
2022 Q2	$17K	Hold	450	–	–	﹤0.01%	1757
2022 Q1	$21K	Buy	450 +300	+200%	+$14K	﹤0.01%	1789
2021 Q4	$8K	Hold	150	–	–	﹤0.01%	2274
2021 Q3	$8K	Hold	150	–	–	﹤0.01%	2315
2021 Q2	$6K	Hold	150	–	–	﹤0.01%	2404
2021 Q1	$5K	Hold	150	–	–	﹤0.01%	2666
2020 Q4	$5K	Sell	150 -1	-0.7%	-$33	﹤0.01%	2492
2020 Q3	$2K	Buy	151 +1	+0.7%	+$13	﹤0.01%	2440
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	2381
2020 Q1	$2K	Hold	150	–	–	﹤0.01%	2287
2019 Q4	$4K	Hold	150	–	–	﹤0.01%	2252
2019 Q3	$4K	Hold	150	–	–	﹤0.01%	2169
2019 Q2	$3K	Hold	150	–	–	﹤0.01%	2250
2019 Q1	$3K	Hold	150	–	–	﹤0.01%	2179
2018 Q4	$3K	Hold	150	–	–	﹤0.01%	2133
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	2126
2018 Q2	$5K	Hold	150	–	–	﹤0.01%	1928
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	1910
2017 Q4	$3K	Hold	150	–	–	﹤0.01%	1957
2017 Q3	$3K	Hold	150	–	–	﹤0.01%	1909
2017 Q2	$3K	Hold	150	–	–	﹤0.01%	1864
2017 Q1	$2K	Hold	150	–	–	﹤0.01%	1921
2016 Q4	$3K	Hold	150	–	–	﹤0.01%	1786
2016 Q3	$3K	Hold	150	–	–	﹤0.01%	1715
2016 Q2	$2K	Hold	150	–	–	﹤0.01%	1701
2016 Q1	$2K	Buy	+150	New	+$2K	﹤0.01%	1683