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Geneos Wealth Management’s CarGurus CARG Stock Holding History

Geneos Wealth Management’s Portfolio CARG Stock Details CARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-149
Closed -$4.99K – 2591
2025
Q2 		$4.99K Buy
149
+25
+20% +$753 ﹤0.01% 2579
2025
Q1 		$3.61K Buy
124
+96
+343% +$3.36K ﹤0.01% 2839
2024
Q4 		$1.02K Buy
28
+11
+65% +$378 ﹤0.01% 2763
2024
Q3 		$511 Buy
+17
New +$458 ﹤0.01% 2555

Other funds holding CARG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Prevatt Capital Nassau, Bahamas $371M AUM 9.39% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geneos Wealth Management's CARG Position: Q3 2025 in Review

Geneos Wealth Management sold out of CarGurus (CARG) in Q3 2025, closing a stake of 149 shares — an estimated $4.99K sold.

Geneos Wealth Management first reported a position in CARG in Q3 2024 and held it in 4 quarters. The position peaked at $4.99K in Q2 2025. 339 funds tracked by Wall St. Rank hold CARG as of Q3 2025.

  • Geneos Wealth Management reported no remaining CarGurus position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 149 CarGurus shares in Q3 2025, an estimated $4.99K.
  • Geneos Wealth Management first reported a position in CarGurus in Q3 2024 and held it in 4 quarters.
  • Geneos Wealth Management's CarGurus position peaked at $4.99K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held CarGurus as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.