RB Global, Inc.
MX ˙ BMV ˙ CA74935Q1072
SecurityMX:RBA / RB Global, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership350 shares
Latest Disclosed Value $ 33,548
Geneos Wealth Management Inc. ownership in RBA / RB Global, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 350 shares of RB Global, Inc. (MX:RBA) valued at $33,548 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 350 shares of RB Global, Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F RB GLOBAL COM 74935Q107 350 0 0.00 34 -8.33 0.0008
2026-01-28 2025-12-31 13F RB GLOBAL COM 74935Q107 350 -98 -21.88 36 -25.00 0.0009
2025-10-22 2025-09-30 13F RB GLOBAL COM 74935Q107 448 -103 -18.69 49 -17.24 0.0012
2025-08-18 2025-06-30 13F RB GLOBAL COM 74935Q107 551 11 2.04 59 7.41 0.0014
2025-05-21 2025-03-31 13F/A-1 RB GLOBAL COM 74935Q107 540 97 21.90 54 38.46 0.0018
2025-05-08 2025-03-31 13F RB GLOBAL COM 74935Q107 350 -93 63 0.0016
2025-01-21 2024-12-31 13F RB GLOBAL COM 74935Q107 443 350 376.34 40 457.14 0.0014
2024-11-14 2024-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 93 93 7 0.0003
2023-08-08 2023-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 0 -350 -100.00 0 -100.00
2023-04-25 2023-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 350 200 133.33 20 137.50 0.0012
2023-01-31 2022-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 150 -200 -57.14 9 -61.90 0.0005
2022-11-14 2022-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 350 -200 -36.36 21 -43.24 0.0014
2022-07-22 2022-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 550 0 0.00 37 15.63 0.0018
2022-05-16 2022-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 550 0 0.00 32 -3.03 0.0014
2022-02-09 2021-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 550 0 0.00 33 0.00 0.0013
2021-11-09 2021-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 550 0 0.00 33 3.13 0.0013
2021-07-08 2021-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 550 -452 -45.11 32 -49.21 0.0012
2021-06-17 2021-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 1,002 -101 -9.16 63 96.88 0.0018
2021-05-19 2020-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 1,103 -207 -15.80 32 -57.89 0.0013
2021-09-07 2020-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 1,310 -98 -6.96 76 38.18 0.0039
2021-09-07 2020-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 1,408 354 33.59 55 61.76 0.0031
2021-09-07 2020-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 1,054 744 240.00 34 161.54 0.0023
2021-09-07 2019-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 13 8.33 0.0007
2021-09-07 2019-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 12 20.00 0.0007
2021-09-07 2019-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 10 0.00 0.0006
2021-09-07 2019-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 10 0.00 0.0007
2021-09-07 2018-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 10 -9.09 0.0007
2021-09-07 2018-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 11 10.00 0.0007
2021-09-07 2018-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 10 11.11 0.0008
2021-09-07 2018-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 9 0.00 0.0008
2021-09-07 2017-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 0 0.00 9 0.00 0.0008
2021-09-07 2017-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 310 200 181.82 9 200.00 0.0009
2021-09-07 2017-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 110 -600 -84.51 3 -86.96 0.0003
2021-09-07 2017-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 710 0 0.00 23 -4.17 0.0024
2021-09-07 2016-12-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 710 0 0.00 24 0.00 0.0032
2021-09-07 2016-09-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 710 110 18.33 24 20.00 0.0032
2021-09-07 2016-06-30 13F RITCHIE BROS AUCTIONEERS COM 767744105 600 -59 -8.95 20 17.65 0.0029
2021-09-07 2016-03-31 13F RITCHIE BROS AUCTIONEERS COM 767744105 659 659 17 0.0026
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.