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Geneos Wealth Management’s Regal Rexnord RRX Stock Holding History

Geneos Wealth Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-299
Closed -$43.3K – 3043
2025
Q2 		$43.3K Sell
299
-264
-47% -$33.1K ﹤0.01% 1649
2025
Q1 		$64.1K Buy
563
+469
+499% +$65.2K ﹤0.01% 1782
2024
Q4 		$14.6K Hold
94
– – ﹤0.01% 1883
2024
Q3 		$15.6K Buy
+94
New +$14.5K ﹤0.01% 1655

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geneos Wealth Management's RRX Position: Q3 2025 in Review

Geneos Wealth Management sold out of Regal Rexnord (RRX) in Q3 2025, closing a stake of 299 shares — an estimated $43.3K sold.

Geneos Wealth Management first reported a position in RRX in Q3 2024 and held it in 4 quarters. The position peaked at $64.1K in Q1 2025. 475 funds tracked by Wall St. Rank hold RRX as of Q3 2025.

  • Geneos Wealth Management reported no remaining Regal Rexnord position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 299 Regal Rexnord shares in Q3 2025, an estimated $43.3K.
  • Geneos Wealth Management first reported a position in Regal Rexnord in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's Regal Rexnord position peaked at $64.1K in Q1 2025.
  • 475 funds tracked by Wall St. Rank held Regal Rexnord as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.