Geneos Wealth Management’s Revvity RVTY Stock Holding History

Geneos Wealth Management’s Portfolio RVTY Stock Details RVTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-44	Closed	-$3.88K	–	2542
2025 Q3	$3.88K	Sell	44 -27	-38%	-$2.45K	﹤0.01%	2202
2025 Q2	$6.87K	Sell	71 -116	-62%	-$10.9K	﹤0.01%	2464
2025 Q1	$19.8K	Buy	187 +142	+316%	+$16.4K	﹤0.01%	2314
2024 Q4	$5.02K	Hold	45	–	–	﹤0.01%	2333
2024 Q3	$5.75K	Buy	+45	New	+$5.29K	﹤0.01%	2030
2023 Q1	–	Sell	-110	Closed	-$15.4K	–	2090
2022 Q4	$15.4K	Buy	+110	New	+$14.8K	﹤0.01%	1413
2022 Q2	–	Sell	-4	Closed	–	–	2760
2022 Q1	$0	Buy	+4	New	+$711	﹤0.01%	2945
2021 Q2	–	Sell	-98	Closed	-$12K	–	3069
2021 Q1	$12K	Buy	+98	New	+$13.6K	﹤0.01%	2303

Other funds holding RVTY

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return