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GeoWealth Management’s Regal Rexnord RRX Stock Holding History

GeoWealth Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-134
Closed -$20.8K – 1664
2024
Q4 		$20.8K Buy
134
+34
+34% +$5.75K ﹤0.01% 1369
2024
Q3 		$16.6K Buy
+100
New +$15.4K ﹤0.01% 1318

Other funds holding RRX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GeoWealth Management's RRX Position: Q1 2025 in Review

GeoWealth Management sold out of Regal Rexnord (RRX) in Q1 2025, closing a stake of 134 shares — an estimated $20.8K sold.

GeoWealth Management first reported a position in RRX in Q3 2024 and held it in 2 quarters. The position peaked at $20.8K in Q4 2024. 437 funds tracked by Wall St. Rank hold RRX as of Q1 2025.

  • GeoWealth Management reported no remaining Regal Rexnord position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 134 Regal Rexnord shares in Q1 2025, an estimated $20.8K.
  • GeoWealth Management first reported a position in Regal Rexnord in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Regal Rexnord position peaked at $20.8K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.