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Regional Management shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of Regional Management (RM) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in Regional Management

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All positions including Regional Management held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Regional Management by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.3k 300 24.21
2023-12-31 $7.5k 300 25.08
2023-09-30 $8.3k 300 27.68
2023-06-30 $9.2k 300 30.50
2023-03-31 $7.8k 300 26.09
2022-12-31 $8.4k 300 28.08
2022-09-30 $8.0k 300 26.67
2022-06-30 $17k 450 37.78
2022-03-31 $21k 450 46.67
2021-12-31 $8.0k 150 53.33
2021-09-30 $8.0k 150 53.33
2021-06-30 $6.0k 150 40.00
2021-03-31 $5.0k 150 33.33
2020-12-31 $5.0k 150 33.33
2020-09-30 $2.0k 151 13.25
2020-06-30 $2.0k 150 13.33
2020-03-31 $2.0k 150 13.33
2019-12-31 $4.0k 150 26.67
2019-09-30 $4.0k 150 26.67
2019-06-30 $3.0k 150 20.00
2019-03-31 $3.0k 150 20.00
2018-12-31 $3.0k 150 20.00
2018-09-30 $4.0k 150 26.67
2018-06-30 $5.0k 150 33.33
2018-03-31 $4.0k 150 26.67
2017-12-31 $3.0k 150 20.00
2017-09-30 $3.0k 150 20.00
2017-06-30 $3.0k 150 20.00
2017-03-31 $2.0k 150 13.33
2016-12-31 $3.0k 150 20.00
2016-09-30 $3.0k 150 20.00
2016-06-30 $2.0k 150 13.33
2016-03-31 $2.0k 150 13.33