Geneos Wealth Management’s Carvana CVNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Sell |
341
-238
| -41% | -$80.2K | ﹤0.01% | 1192 |
|
|
2025
Q1 | $121K | Buy |
579
+507
| +704% | +$106K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $14.6K | Sell |
72
-3
| -4% | -$610 | ﹤0.01% | 1880 |
|
|
2024
Q3 | $13.1K | Buy |
+75
| New | +$13.1K | ﹤0.01% | 1722 |
|
|
2023
Q2 | – | Sell |
-740
| Closed | -$7.25K | – | 2077 |
|
|
2023
Q1 | $7.25K | Hold |
740
| – | – | ﹤0.01% | 1635 |
|
|
2022
Q4 | $3.51K | Sell |
740
-3
| -0.4% | -$14 | ﹤0.01% | 1786 |
|
|
2022
Q3 | $15K | Sell |
743
-840
| -53% | -$17K | ﹤0.01% | 1408 |
|
|
2022
Q2 | $34K | Sell |
1,583
-346
| -18% | -$7.43K | ﹤0.01% | 1447 |
|
|
2022
Q1 | $230K | Buy |
1,929
+280
| +17% | +$33.4K | 0.01% | 749 |
|
|
2021
Q4 | $382K | Sell |
1,649
-260
| -14% | -$60.2K | 0.01% | 661 |
|
|
2021
Q3 | $578K | Sell |
1,909
-259
| -12% | -$78.4K | 0.02% | 534 |
|
|
2021
Q2 | $676K | Buy |
2,168
+2,054
| +1,802% | +$640K | 0.03% | 474 |
|
|
2021
Q1 | $32K | Hold |
114
| – | – | ﹤0.01% | 1845 |
|
|
2020
Q4 | $26K | Buy |
114
+10
| +10% | +$2.28K | ﹤0.01% | 1754 |
|
|
2020
Q3 | $21K | Sell |
104
-470
| -82% | -$94.9K | ﹤0.01% | 1622 |
|
|
2020
Q2 | $67K | Hold |
574
| – | – | ﹤0.01% | 1090 |
|
|
2020
Q1 | $28K | Hold |
574
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q4 | $56K | Hold |
574
| – | – | ﹤0.01% | 1189 |
|
|
2019
Q3 | $37K | Hold |
574
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q2 | $35K | Hold |
574
| – | – | ﹤0.01% | 1365 |
|
|
2019
Q1 | $33K | Buy |
574
+74
| +15% | +$4.25K | ﹤0.01% | 1342 |
|
|
2018
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1621 |
|
|
2018
Q3 | $29K | Buy |
+500
| New | +$29K | ﹤0.01% | 1417 |
|