GeoWealth Management’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$558K Buy
+5,883
New +$596K 0.02% 476
2025
Q1
Sell
-1,039
Closed -$61.1K 1647
2024
Q4
$61.1K Buy
1,039
+120
+13% +$7.67K ﹤0.01% 1095
2024
Q3
$65.4K Buy
+919
New +$59K ﹤0.01% 1004
2024
Q1
Sell
-2,697
Closed -$201K 896
2023
Q4
$201K Buy
+2,697
New +$181K 0.02% 507
2022
Q4
Sell
-3,885
Closed -$214K 388
2022
Q3
$214K Sell
3,885
-299
-7% -$17.2K 0.02% 232
2022
Q2
$255K Buy
4,184
+142
+4% +$10.2K 0.03% 223
2022
Q1
$326K Buy
+4,042
New +$307K 0.03% 255

Other funds holding RIO

GeoWealth Management's RIO Position: Q2 2026 in Review

GeoWealth Management opened a new position in Rio Tinto (RIO) in Q2 2026: 5,883 shares worth $558K. The stake represents 0.02% of the portfolio and ranks #476 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in RIO as recently as Q4 2024.

GeoWealth Management first reported a position in RIO in Q1 2022 and has held it in 7 quarters since. 968 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • GeoWealth Management held 5,883 shares of Rio Tinto worth $558K as of Q2 2026.
  • Rio Tinto was a new GeoWealth Management position in Q2 2026.
  • Rio Tinto made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #476 holding.
  • GeoWealth Management first reported a position in Rio Tinto in Q1 2022 and has held it in 7 quarters since.
  • 968 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.