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Geneos Wealth Management’s CAVA Group CAVA Stock Holding History

Geneos Wealth Management’s Portfolio CAVA Stock Details CAVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$262K Buy
3,340
+20
+0.6% +$1.68K 0.01% 910
2026
Q1 		$269K Hold
3,320
– – 0.01% 866
2025
Q4 		$195K Buy
3,320
+1,500
+82% +$83.6K ﹤0.01% 938
2025
Q3 		$110K Buy
1,820
+732
+67% +$55.5K ﹤0.01% 1090
2025
Q2 		$91.6K Buy
1,088
+509
+88% +$43.4K ﹤0.01% 1287
2025
Q1 		$50K Buy
579
+18
+3% +$1.95K ﹤0.01% 1471
2024
Q4 		$63.3K Buy
+561
New +$74.8K ﹤0.01% 1228

Other funds holding CAVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AG
Artal Group Luxembourg $931M AUM 41.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geneos Wealth Management increased its CAVA Group (CAVA) stake by 0.6% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,340 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #910.

Geneos Wealth Management first reported a position in CAVA in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 538 funds tracked by Wall St. Rank hold CAVA as of Q2 2026.

  • Geneos Wealth Management held 3,340 shares of CAVA Group worth $262K as of Q2 2026.
  • Geneos Wealth Management bought 20 CAVA Group shares in Q2 2026, an estimated $1.68K.
  • CAVA Group made up 0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #910 holding.
  • Geneos Wealth Management first reported a position in CAVA Group in Q4 2024 and has held it in 7 quarters since.
  • Geneos Wealth Management's CAVA Group position peaked at $269K in Q1 2026.
  • 538 funds tracked by Wall St. Rank held CAVA Group as of Q2 2026.

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