Position in RKT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$80,309
+$30,862 QoQ
Shares Held
5,099
+46.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#620
of 787 holders
Holding Since
Sep 2020
10 quarters on record
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $107,520 across 3 Mortgage Finance names. RKT ranks #1 (74.7% of the industry book) .
All Filings in RKT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $80,309 | 5,099 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $49,447 | 3,470 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $61,371 | 3,170 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $37,849 | 1,953 | Shares | Sole | 2025-10-22 | |
| 2021-12-31 | $7,210 | 515 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $28,551 | 1,780 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $34,443 | 1,780 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $41,100 | 1,780 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $35,991 | 1,780 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $56,401 | 2,830 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||