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Geneos Wealth Management’s RUM Group Inc RUM Stock Holding History

Geneos Wealth Management’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.6K Hold
1,294
– – ﹤0.01% 2099
2025
Q4 		$8.18K Hold
1,294
– – ﹤0.01% 2016
2025
Q3 		$9.37K Hold
1,294
– – ﹤0.01% 1978
2025
Q2 		$11.6K Sell
1,294
-2,288
-64% -$19.6K ﹤0.01% 2264
2025
Q1 		$25.3K Buy
3,582
+2,288
+177% +$23.9K ﹤0.01% 2229
2024
Q4 		$16.8K Buy
+1,294
New +$9.2K ﹤0.01% 1813
2022
Q3 		– Sell
-1,629
Closed -$16K – 2478
2022
Q2 		$16K Hold
1,629
– – ﹤0.01% 1787
2022
Q1 		$19K Buy
+1,629
New +$20.2K ﹤0.01% 1831

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geneos Wealth Management held its RUM Group Inc (RUM) position steady in Q1 2026 at 1,294 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Geneos Wealth Management first reported a position in RUM in Q1 2022 and has held it in 8 quarters since. The position peaked at $25.3K in Q1 2025. 204 funds tracked by Wall St. Rank hold RUM as of Q1 2026.

  • Geneos Wealth Management held 1,294 shares of RUM Group Inc worth $6.6K as of Q1 2026.
  • Geneos Wealth Management left its RUM Group Inc share count unchanged in Q1 2026.
  • RUM Group Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2099 holding.
  • Geneos Wealth Management first reported a position in RUM Group Inc in Q1 2022 and has held it in 8 quarters since.
  • Geneos Wealth Management's RUM Group Inc position peaked at $25.3K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held RUM Group Inc as of Q1 2026.

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