Geneos Wealth Management’s Regional Management Corp RM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | Sell |
300
-300
| -50% | -$8.73K | ﹤0.01% | 2372 |
|
|
2025
Q1 | $18.1K | Buy |
600
+300
| +100% | +$10K | ﹤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% | -$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
FCM
BCM
VCM
TCM
Geneos Wealth Management's RM Position: Q1 2026 in Review
Geneos Wealth Management held its Regional Management Corp (RM) position steady in Q1 2026 at 300 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1998.
Geneos Wealth Management first reported a position in RM in Q1 2016 and has held it in 41 quarters since. The position peaked at $21K in Q1 2022. 113 funds tracked by Wall St. Rank hold RM as of Q1 2026.
- Geneos Wealth Management held 300 shares of Regional Management Corp worth $9.68K as of Q1 2026.
- Geneos Wealth Management left its Regional Management Corp share count unchanged in Q1 2026.
- Regional Management Corp made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1998 holding.
- Geneos Wealth Management first reported a position in Regional Management Corp in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Regional Management Corp position peaked at $21K in Q1 2022.
- 113 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.