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GeoWealth Management’s RTX Corp RTX Stock Holding History

GeoWealth Management’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.53M Buy
8,068
+456
+6% +$83.6K 0.05% 228
2026
Q1 		$1.47M Buy
7,612
+229
+3% +$45.5K 0.05% 212
2025
Q4 		$1.35M Sell
7,383
-6,128
-45% -$1.06M 0.05% 223
2025
Q3 		$2.26M Buy
13,511
+2,140
+19% +$332K 0.08% 156
2025
Q2 		$1.66M Sell
11,371
-397
-3% -$52.9K 0.06% 176
2025
Q1 		$1.56M Buy
11,768
+1,164
+11% +$148K 0.06% 186
2024
Q4 		$1.23M Buy
10,604
+2,037
+24% +$246K 0.04% 262
2024
Q3 		$1.04M Sell
8,567
-304
-3% -$34.7K 0.04% 298
2024
Q2 		$891K Buy
8,871
+382
+4% +$39.5K 0.04% 294
2024
Q1 		$828K Buy
8,489
+1,741
+26% +$157K 0.03% 331
2023
Q4 		$568K Buy
6,748
+3,649
+118% +$289K 0.05% 309
2023
Q3 		$222K Buy
3,099
+448
+17% +$38.4K 0.03% 274
2023
Q2 		$260K Sell
2,651
-22
-0.8% -$2.15K 0.03% 223
2023
Q1 		$263K Sell
2,673
-357
-12% -$35.2K 0.03% 188
2022
Q4 		$307K Sell
3,030
-74
-2% -$6.96K 0.03% 193
2022
Q3 		$254K Sell
3,104
-995
-24% -$90.1K 0.03% 215
2022
Q2 		$394K Sell
4,099
-371
-8% -$35.7K 0.05% 182
2022
Q1 		$443K Sell
4,470
-1,618
-27% -$153K 0.04% 222
2021
Q4 		$523K Buy
6,088
+42
+0.7% +$3.66K 0.04% 207
2021
Q3 		$519K Sell
6,046
-106
-2% -$9.07K 0.04% 211
2021
Q2 		$524K Buy
6,152
+895
+17% +$75.3K 0.07% 141
2021
Q1 		$406K Buy
+5,257
New +$384K 0.06% 136
2020
Q1 		– Sell
-4,006
Closed -$378K – 117
2019
Q4 		$378K Sell
4,006
-19
-0.5% -$1.72K 0.2% 66
2019
Q3 		$346K Buy
4,025
+19
+0.5% +$1.58K 0.08% 134
2019
Q2 		$328K Buy
+4,006
New +$335K 0.86% 28

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

GeoWealth Management's RTX Position: Q2 2026 in Review

GeoWealth Management increased its RTX Corp (RTX) stake by 6% in Q2 2026, buying an estimated $83.6K and bringing the position to 8,068 shares worth $1.53M. The position accounts for 0.05% of the portfolio, ranked #228.

GeoWealth Management first reported a position in RTX in Q2 2019 and has held it in 25 quarters since. The position peaked at $2.26M in Q3 2025. 2,005 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • GeoWealth Management held 8,068 shares of RTX Corp worth $1.53M as of Q2 2026.
  • GeoWealth Management bought 456 RTX Corp shares in Q2 2026, an estimated $83.6K.
  • RTX Corp made up 0.05% of GeoWealth Management's portfolio in Q2 2026, its #228 holding.
  • GeoWealth Management first reported a position in RTX Corp in Q2 2019 and has held it in 25 quarters since.
  • GeoWealth Management's RTX Corp position peaked at $2.26M in Q3 2025.
  • 2,005 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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