Position in RITM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,842
-$15,704 QoQ
Shares Held
7,012
-18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#379
of 498 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in RITM Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $1,329,751 across 17 REIT - Mortgage names. RITM ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
27,800 | $621,608 | |
| 2 | AGNC |
AGNC Investment Corp.
|
24,004 | $261,643 | |
| 3 | FBRT |
Franklin BSP Realty Trust, Inc.
|
15,451 | $125,771 | |
| 4 | ORC |
Orchid Island Capital, Inc.
|
13,000 | $90,610 | |
| 5 | RITM |
Rithm Capital Corp.
This page
|
7,012 | $65,842 | |
| 6 | RC |
Ready Capital Corp
|
18,956 | $33,173 | |
| 7 | REFI |
Chicago Atlantic Real Estate Finance, Inc.
|
2,330 | $24,977 | |
| 8 | BRSP |
BrightSpire Capital, Inc.
|
4,414 | $24,056 |
All Filings in RITM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,842 | 7,012 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $81,546 | 8,602 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $93,674 | 8,594 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $97,794 | 8,586 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $96,800 | 8,574 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $110,721 | 9,670 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $66,604 | 6,150 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $71,016 | 6,257 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,096 | 5,600 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $62,496 | 5,600 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $61,014 | 5,713 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $52,024 | 5,600 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $41,140 | 4,400 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $35,200 | 4,400 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $35,948 | 4,400 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $32,208 | 4,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $82,668 | 8,870 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $97,392 | 8,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $94,997 | 8,870 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $97,570 | 8,870 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $93,933 | 8,870 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $124,031 | 11,025 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $118,534 | 11,925 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $88,809 | 11,171 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $84,115 | 11,321 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $62,229 | 12,421 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||