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Geneos Wealth Management’s Dave Inc DAVE Stock Holding History

Geneos Wealth Management’s Portfolio DAVE Stock Details DAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13
Closed -$3.49K – 2661
2025
Q2 		$3.49K Buy
+13
New +$2.05K ﹤0.01% 2673

Other funds holding DAVE

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DSCM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Dave Inc (DAVE) in Q3 2025, closing a stake of 13 shares — an estimated $3.49K sold.

Geneos Wealth Management first reported a position in DAVE in Q2 2025 and held it in 1 quarter. The position peaked at $3.49K in Q2 2025. 268 funds tracked by Wall St. Rank hold DAVE as of Q3 2025.

  • Geneos Wealth Management reported no remaining Dave Inc position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 13 Dave Inc shares in Q3 2025, an estimated $3.49K.
  • Geneos Wealth Management first reported a position in Dave Inc in Q2 2025 and held it in 1 quarter.
  • Geneos Wealth Management's Dave Inc position peaked at $3.49K in Q2 2025.
  • 268 funds tracked by Wall St. Rank held Dave Inc as of Q3 2025.

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