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Geneos Wealth Management’s Royal Bank of Canada RY Stock Holding History

Geneos Wealth Management’s Portfolio RY Stock Details RY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$816K Buy
5,041
+580
+13% +$97K 0.02% 557
2025
Q4 		$761K Buy
4,461
+224
+5% +$34.4K 0.02% 567
2025
Q3 		$624K Buy
4,237
+68
+2% +$9.37K 0.02% 595
2025
Q2 		$548K Sell
4,169
-3,788
-48% -$463K 0.01% 680
2025
Q1 		$897K Buy
7,957
+4,409
+124% +$519K 0.01% 697
2024
Q4 		$428K Buy
3,548
+12
+0.3% +$1.48K 0.02% 629
2024
Q3 		$441K Hold
3,536
– – 0.02% 588
2024
Q2 		$376K Hold
3,536
– – 0.02% 563
2024
Q1 		$357K Hold
3,536
– – 0.02% 565
2023
Q4 		$358K Hold
3,536
– – 0.02% 543
2023
Q3 		$309K Sell
3,536
-20
-0.6% -$1.86K 0.02% 573
2023
Q2 		$340K Hold
3,556
– – 0.02% 555
2023
Q1 		$340K Buy
3,556
+20
+0.6% +$1.98K 0.02% 527
2022
Q4 		$332K Hold
3,536
– – 0.02% 495
2022
Q3 		$318K Sell
3,536
-7,143
-67% -$685K 0.02% 487
2022
Q2 		$1.04M Sell
10,679
-2,204
-17% -$225K 0.05% 313
2022
Q1 		$1.42M Buy
12,883
+292
+2% +$32.7K 0.06% 275
2021
Q4 		$1.34M Buy
12,591
+957
+8% +$99.3K 0.05% 327
2021
Q3 		$1.16M Buy
11,634
+54
+0.5% +$5.5K 0.04% 337
2021
Q2 		$1.18M Sell
11,580
-828
-7% -$82.1K 0.05% 322
2021
Q1 		$1.18M Sell
12,408
-535
-4% -$46.6K 0.03% 383
2020
Q4 		$1.12M Buy
12,943
+1,165
+10% +$90.2K 0.04% 321
2020
Q3 		$831K Sell
11,778
-34
-0.3% -$2.44K 0.04% 325
2020
Q2 		$787K Buy
11,812
+32
+0.3% +$2.04K 0.04% 324
2020
Q1 		$694K Buy
11,780
+724
+7% +$53.7K 0.05% 317
2019
Q4 		$874K Buy
11,056
+24
+0.2% +$1.93K 0.05% 322
2019
Q3 		$894K Buy
11,032
+26
+0.2% +$2.03K 0.05% 293
2019
Q2 		$873K Sell
11,006
-401
-4% -$31.3K 0.05% 302
2019
Q1 		$861K Buy
11,407
+161
+1% +$12.2K 0.06% 297
2018
Q4 		$766K Sell
11,246
-125
-1% -$9.13K 0.06% 296
2018
Q3 		$911K Buy
11,371
+21
+0.2% +$1.65K 0.06% 276
2018
Q2 		$854K Buy
11,350
+23
+0.2% +$1.76K 0.07% 247
2018
Q1 		$875K Buy
11,327
+21
+0.2% +$1.71K 0.08% 231
2017
Q4 		$923K Buy
11,306
+21
+0.2% +$1.67K 0.08% 219
2017
Q3 		$872K Sell
11,285
-178
-2% -$13.3K 0.09% 218
2017
Q2 		$831K Buy
11,463
+21
+0.2% +$1.47K 0.09% 218
2017
Q1 		$834K Buy
11,442
+8
+0.1% +$580 0.09% 199
2016
Q4 		$774K Buy
11,434
+32
+0.3% +$2.07K 0.1% 192
2016
Q3 		$706K Buy
11,402
+215
+2% +$13.2K 0.1% 204
2016
Q2 		$662K Buy
11,187
+22
+0.2% +$1.32K 0.1% 196
2016
Q1 		$643K Buy
+11,165
New +$579K 0.1% 200

Other funds holding RY

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management increased its Royal Bank of Canada (RY) stake by 13% in Q1 2026, buying an estimated $97K and bringing the position to 5,041 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #557.

Geneos Wealth Management first reported a position in RY in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.42M in Q1 2022. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

  • Geneos Wealth Management held 5,041 shares of Royal Bank of Canada worth $816K as of Q1 2026.
  • Geneos Wealth Management bought 580 Royal Bank of Canada shares in Q1 2026, an estimated $97K.
  • Royal Bank of Canada made up 0.02% of Geneos Wealth Management's portfolio in Q1 2026, its #557 holding.
  • Geneos Wealth Management first reported a position in Royal Bank of Canada in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Royal Bank of Canada position peaked at $1.42M in Q1 2022.
  • 939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

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