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Geneos Wealth Management’s Maplebear CART Stock Holding History

Geneos Wealth Management’s Portfolio CART Stock Details CART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-80
Closed -$3.62K – 2592
2025
Q2 		$3.62K Hold
80
– – ﹤0.01% 2663
2025
Q1 		$3.19K Buy
80
+34
+74% +$1.51K ﹤0.01% 2645
2024
Q4 		$1.91K Buy
+46
New +$1.99K ﹤0.01% 2608

Other funds holding CART

SUT
SC US (TTGP) Menlo Park, California $31.9B AUM 28.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGH
GCM Grosvenor Holdings Chicago, Illinois $2.31B AUM 18.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Geneos Wealth Management sold out of Maplebear (CART) in Q3 2025, closing a stake of 80 shares — an estimated $3.62K sold.

Geneos Wealth Management first reported a position in CART in Q4 2024 and held it in 3 quarters. The position peaked at $3.62K in Q2 2025. 473 funds tracked by Wall St. Rank hold CART as of Q3 2025.

  • Geneos Wealth Management reported no remaining Maplebear position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 80 Maplebear shares in Q3 2025, an estimated $3.62K.
  • Geneos Wealth Management first reported a position in Maplebear in Q4 2024 and held it in 3 quarters.
  • Geneos Wealth Management's Maplebear position peaked at $3.62K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Maplebear as of Q3 2025.

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