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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.4K	Hold	300	–	–	﹤0.01%	1948
2026 Q1	$9.68K	Hold	300	–	–	﹤0.01%	1998
2025 Q4	$11.6K	Hold	300	–	–	﹤0.01%	1918
2025 Q3	$11.7K	Hold	300	–	–	﹤0.01%	1912
2025 Q2	$8.76K	Hold	300	–	–	﹤0.01%	2372
2025 Q1	$9.03K	Hold	300	–	–	﹤0.01%	2303
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%	-$5.45K	﹤0.01%	1584
2022 Q2	$17K	Hold	450	–	–	﹤0.01%	1757
2022 Q1	$21K	Buy	450 +300	+200%	+$15.2K	﹤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%	-$25	﹤0.01%	2492
2020 Q3	$2K	Buy	151 +1	+0.7%	+$17	﹤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%	1714
2016 Q2	$2K	Hold	150	–	–	﹤0.01%	1701
2016 Q1	$2K	Buy	+150	New	+$2.19K	﹤0.01%	1683

Other funds holding RM

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

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.51B AUM 26.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Geneos Wealth Management held its Regional Management Corp (RM) position steady in Q2 2026 at 300 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1948.

Geneos Wealth Management first reported a position in RM in Q1 2016 and has held it in 42 quarters since. The position peaked at $21K in Q1 2022. 123 funds tracked by Wall St. Rank hold RM as of Q2 2026.

Geneos Wealth Management held 300 shares of Regional Management Corp worth $12.4K as of Q2 2026.
Geneos Wealth Management left its Regional Management Corp share count unchanged in Q2 2026.
Regional Management Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1948 holding.
Geneos Wealth Management first reported a position in Regional Management Corp in Q1 2016 and has held it in 42 quarters since.
Geneos Wealth Management's Regional Management Corp position peaked at $21K in Q1 2022.
123 funds tracked by Wall St. Rank held Regional Management Corp as of Q2 2026.

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