Geneos Wealth Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-1,705
| Closed | -$115K | – | 2651 |
|
|
2025
Q2 | $115K | Sell |
1,705
-1,190
| -41% | -$65.3K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $121K | Buy |
2,895
+2,535
| +704% | +$112K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $14.6K | Sell |
360
-15
| -4% | -$674 | ﹤0.01% | 1880 |
|
|
2024
Q3 | $13.1K | Buy |
+375
| New | +$10.8K | ﹤0.01% | 1722 |
|
|
2023
Q2 | – | Sell |
-3,700
| Closed | -$7.25K | – | 2077 |
|
|
2023
Q1 | $7.25K | Hold |
3,700
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q4 | $3.51K | Sell |
3,700
-15
| -0.4% | -$32 | ﹤0.01% | 1786 |
|
|
2022
Q3 | $15K | Sell |
3,715
-4,200
| -53% | -$27.4K | ﹤0.01% | 1408 |
|
|
2022
Q2 | $34K | Sell |
7,915
-1,730
| -18% | -$18.2K | ﹤0.01% | 1447 |
|
|
2022
Q1 | $230K | Buy |
9,645
+1,400
| +17% | +$40.8K | 0.01% | 749 |
|
|
2021
Q4 | $382K | Sell |
8,245
-1,300
| -14% | -$71.5K | 0.01% | 661 |
|
|
2021
Q3 | $578K | Sell |
9,545
-1,295
| -12% | -$86.1K | 0.02% | 534 |
|
|
2021
Q2 | $676K | Buy |
10,840
+10,270
| +1,802% | +$559K | 0.03% | 474 |
|
|
2021
Q1 | $32K | Hold |
570
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q4 | $26K | Buy |
570
+50
| +10% | +$2.29K | ﹤0.01% | 1754 |
|
|
2020
Q3 | $21K | Sell |
520
-2,350
| -82% | -$83.3K | ﹤0.01% | 1622 |
|
|
2020
Q2 | $67K | Hold |
2,870
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q1 | $28K | Hold |
2,870
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q4 | $56K | Hold |
2,870
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $37K | Hold |
2,870
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q2 | $35K | Hold |
2,870
| – | – | ﹤0.01% | 1365 |
|
|
2019
Q1 | $33K | Buy |
2,870
+370
| +15% | +$3.11K | ﹤0.01% | 1342 |
|
|
2018
Q4 | $15K | Hold |
2,500
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q3 | $29K | Buy |
+2,500
| New | +$26.8K | ﹤0.01% | 1417 |
|
Other funds holding CVNA
GCP
CIP
SHIM
LIM