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Geneos Wealth Management’s Carvana CVNA Stock Holding History

Geneos Wealth Management’s Portfolio CVNA Stock Details CVNA Fund Activity
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 Buy
1,705
+440
+35% +$24.1K ﹤0.01% 1192
2025
Q1 		$52.9K Buy
1,265
+905
+251% +$40K ﹤0.01% 1457
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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.88B AUM 2.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $3.4B AUM 30.65% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

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

Geneos Wealth Management sold out of Carvana (CVNA) in Q3 2025, closing a stake of 1,705 shares — an estimated $115K sold.

Geneos Wealth Management first reported a position in CVNA in Q3 2018 and held it in 23 quarters. The position peaked at $676K in Q2 2021. 776 funds tracked by Wall St. Rank hold CVNA as of Q3 2025.

  • Geneos Wealth Management reported no remaining Carvana position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 1,705 Carvana shares in Q3 2025, an estimated $115K.
  • Geneos Wealth Management first reported a position in Carvana in Q3 2018 and held it in 23 quarters.
  • Geneos Wealth Management's Carvana position peaked at $676K in Q2 2021.
  • 776 funds tracked by Wall St. Rank held Carvana as of Q3 2025.

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