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
Tip: Access up to 7 years of quarterly data
All positions including Regional Management held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Regional Management by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12k | 300 | 38.96 |
| 2025-06-30 | $8.8k | 300 | 29.21 |
| 2025-03-31 | $9.0k | 300 | 30.11 |
| 2024-12-31 | $10k | 300 | 33.98 |
| 2024-09-30 | $9.8k | 300 | 32.71 |
| 2024-06-30 | $8.6k | 300 | 28.74 |
| 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 |