GWM
RMOP

Geneos Wealth Management’s Rockefeller Opportunistic Municipal Bond ETF RMOP Stock Holding History

Geneos Wealth Management’s Portfolio RMOP Stock Details RMOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.77M Buy
225,761
+4,597
+2% +$116K 0.12% 201
2026
Q1 		$5.5M Sell
221,164
-11,827
-5% -$297K 0.13% 191
2025
Q4 		$5.83M Buy
232,991
+119,342
+105% +$3M 0.14% 180
2025
Q3 		$2.83M Buy
+113,649
New +$2.77M 0.07% 290

Other funds holding RMOP

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Geneos Wealth Management increased its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 2.1% in Q2 2026, buying an estimated $116K and bringing the position to 225,761 shares worth $5.77M. The position accounts for 0.12% of the portfolio, ranked #201.

Geneos Wealth Management first reported a position in RMOP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.83M in Q4 2025. 30 funds tracked by Wall St. Rank hold RMOP as of Q2 2026.

  • Geneos Wealth Management held 225,761 shares of Rockefeller Opportunistic Municipal Bond ETF worth $5.77M as of Q2 2026.
  • Geneos Wealth Management bought 4,597 Rockefeller Opportunistic Municipal Bond ETF shares in Q2 2026, an estimated $116K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.12% of Geneos Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Geneos Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Geneos Wealth Management's Rockefeller Opportunistic Municipal Bond ETF position peaked at $5.83M in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q2 2026.

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