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
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 $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.14B AUM 18.39% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Geneos Wealth Management's RMOP Position: Q1 2026 in Review

Geneos Wealth Management reduced its Rockefeller Opportunistic Municipal Bond ETF (RMOP) stake by 5.1% in Q1 2026, selling an estimated $297K and leaving 221,164 shares worth $5.5M. The position accounts for 0.13% of the portfolio, ranked #191.

Geneos Wealth Management first reported a position in RMOP in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.83M in Q4 2025. 27 funds tracked by Wall St. Rank hold RMOP as of Q1 2026.

  • Geneos Wealth Management held 221,164 shares of Rockefeller Opportunistic Municipal Bond ETF worth $5.5M as of Q1 2026.
  • Geneos Wealth Management sold 11,827 Rockefeller Opportunistic Municipal Bond ETF shares in Q1 2026, an estimated $297K.
  • Rockefeller Opportunistic Municipal Bond ETF made up 0.13% of Geneos Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Geneos Wealth Management first reported a position in Rockefeller Opportunistic Municipal Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • Geneos Wealth Management's Rockefeller Opportunistic Municipal Bond ETF position peaked at $5.83M in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Rockefeller Opportunistic Municipal Bond ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.