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 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	Sell	460 -460	-50%	-$6.99K	﹤0.01%	2094
2025 Q1	$6.44K	Buy	920 +460	+100%	+$1.9K	﹤0.01%	2694
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 $774M AUM 56.69% 1-Year Est. Return

CPX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Think Investments San Francisco, California $762M AUM 33.1% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

DGM

Delta Global Management New York $1.22B AUM 34.86% 1-Year Est. Return

Geneos Wealth Management's AEVA Position: Q1 2026 in Review

Geneos Wealth Management held its Aeva Technologies (AEVA) position steady in Q1 2026 at 400 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2151.

Geneos Wealth Management first reported a position in AEVA in Q4 2020 and has held it in 19 quarters since. The position peaked at $21K in Q2 2021. 154 funds tracked by Wall St. Rank hold AEVA as of Q1 2026.

Geneos Wealth Management held 400 shares of Aeva Technologies worth $5.26K as of Q1 2026.
Geneos Wealth Management left its Aeva Technologies share count unchanged in Q1 2026.
Aeva Technologies made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2151 holding.
Geneos Wealth Management first reported a position in Aeva Technologies in Q4 2020 and has held it in 19 quarters since.
Geneos Wealth Management's Aeva Technologies position peaked at $21K in Q2 2021.
154 funds tracked by Wall St. Rank held Aeva Technologies as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.