Geneos Wealth Management’s Aeva Technologies AEVA Stock Holding History

Geneos Wealth Management’s Portfolio AEVA Stock Details AEVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.5K	Hold	400	–	–	﹤0.01%	1978
2026 Q1	$5.26K	Hold	400	–	–	﹤0.01%	2151
2025 Q4	$5.31K	Hold	400	–	–	﹤0.01%	2123
2025 Q3	$5.8K	Sell	400 -60	-13%	-$1.14K	﹤0.01%	2110
2025 Q2	$17.4K	Hold	460	–	–	﹤0.01%	2094
2025 Q1	$3.22K	Hold	460	–	–	﹤0.01%	2643
2024 Q4	$2.19K	Buy	+460	New	+$1.86K	﹤0.01%	2568
2024 Q1	–	Sell	-460	Closed	-$1.75K	–	2122
2023 Q4	$1.75K	Hold	460	–	–	﹤0.01%	1938
2023 Q3	$1.75K	Hold	460	–	–	﹤0.01%	1955
2023 Q2	$2.88K	Hold	460	–	–	﹤0.01%	1868
2023 Q1	$2.74K	Hold	460	–	–	﹤0.01%	1850
2022 Q4	$3.13K	Hold	460	–	–	﹤0.01%	1808
2022 Q3	$4K	Hold	460	–	–	﹤0.01%	1715
2022 Q2	$7K	Hold	460	–	–	﹤0.01%	2064
2022 Q1	$9K	Hold	460	–	–	﹤0.01%	2112
2021 Q4	$17K	Hold	460	–	–	﹤0.01%	1954
2021 Q3	$17K	Buy	460 +60	+15%	+$2.79K	﹤0.01%	1988
2021 Q2	$21K	Buy	400 +200	+100%	+$10.1K	﹤0.01%	1885
2021 Q1	$9K	Hold	200	–	–	﹤0.01%	2403
2020 Q4	$12K	Buy	+200	New	+$11.5K	﹤0.01%	2134

Other funds holding AEVA

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

CPX

Canaan Partners XI Menlo Park, California $127M AUM 217.49% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Think Investments San Francisco, California $847M AUM 88.1% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WDOM

Wasserstein Debt Opportunities Management New York $264M AUM 188.78% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Geneos Wealth Management's AEVA Position: Q2 2026 in Review

Geneos Wealth Management held its Aeva Technologies (AEVA) position steady in Q2 2026 at 400 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1978.

Geneos Wealth Management first reported a position in AEVA in Q4 2020 and has held it in 20 quarters since. The position peaked at $21K in Q2 2021. 194 funds tracked by Wall St. Rank hold AEVA as of Q2 2026.

Geneos Wealth Management held 400 shares of Aeva Technologies worth $11.5K as of Q2 2026.
Geneos Wealth Management left its Aeva Technologies share count unchanged in Q2 2026.
Aeva Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1978 holding.
Geneos Wealth Management first reported a position in Aeva Technologies in Q4 2020 and has held it in 20 quarters since.
Geneos Wealth Management's Aeva Technologies position peaked at $21K in Q2 2021.
194 funds tracked by Wall St. Rank held Aeva Technologies as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.