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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
Q2 		$8.2K Hold
1,294
– – ﹤0.01% 2072
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 Hold
1,294
– – ﹤0.01% 2264
2025
Q1 		$9.15K Hold
1,294
– – ﹤0.01% 2294
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 $9.31B AUM 73.66% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $4.21B AUM 44.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Geneos Wealth Management held its RUM Group Inc (RUM) position steady in Q2 2026 at 1,294 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Geneos Wealth Management first reported a position in RUM in Q1 2022 and has held it in 9 quarters since. The position peaked at $19K in Q1 2022. 227 funds tracked by Wall St. Rank hold RUM as of Q2 2026.

  • Geneos Wealth Management held 1,294 shares of RUM Group Inc worth $8.2K as of Q2 2026.
  • Geneos Wealth Management left its RUM Group Inc share count unchanged in Q2 2026.
  • RUM Group Inc made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2072 holding.
  • Geneos Wealth Management first reported a position in RUM Group Inc in Q1 2022 and has held it in 9 quarters since.
  • Geneos Wealth Management's RUM Group Inc position peaked at $19K in Q1 2022.
  • 227 funds tracked by Wall St. Rank held RUM Group Inc as of Q2 2026.

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