Geneos Wealth Management’s Canoo Inc. Class A Common Stock GOEV Stock Holding History

Geneos Wealth Management’s Portfolio GOEV Stock Details GOEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$650	–	2135
2023 Q1	$650	Hold	2	–	–	﹤0.01%	2030
2022 Q4	$1.23K	Hold	2	–	–	﹤0.01%	1938
2022 Q3	$1K	Buy	2 +1	+100%	+$1.46K	﹤0.01%	1985
2022 Q2	$0	Sell	1 -1	-50%	-$1.76K	﹤0.01%	2831
2022 Q1	$4K	Buy	2 +1	+100%	+$2.75K	﹤0.01%	2438
2021 Q4	$2K	Hold	1	–	–	﹤0.01%	2628
2021 Q3	$4K	Hold	1	–	–	﹤0.01%	2544
2021 Q2	$5K	Sell	1 -1	-50%	-$4.04K	﹤0.01%	2478
2021 Q1	$9K	Sell	2 -2	-50%	-$13.7K	﹤0.01%	2442
2020 Q4	$21K	Buy	+4	New	+$23.7K	﹤0.01%	1888

Other funds holding GOEV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ICM

Infini Capital Management Central, Hong Kong $12.4M AUM 53.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geneos Wealth Management's GOEV Position: Q2 2023 in Review

Geneos Wealth Management sold out of Canoo Inc. Class A Common Stock (GOEV) in Q2 2023, closing a stake of 2 shares — an estimated $650 sold.

Geneos Wealth Management first reported a position in GOEV in Q4 2020 and held it in 10 quarters. The position peaked at $21K in Q4 2020. 135 funds tracked by Wall St. Rank hold GOEV as of Q2 2023.

Geneos Wealth Management reported no remaining Canoo Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
Geneos Wealth Management sold 2 Canoo Inc. Class A Common Stock shares in Q2 2023, an estimated $650.
Geneos Wealth Management first reported a position in Canoo Inc. Class A Common Stock in Q4 2020 and held it in 10 quarters.
Geneos Wealth Management's Canoo Inc. Class A Common Stock position peaked at $21K in Q4 2020.
135 funds tracked by Wall St. Rank held Canoo Inc. Class A Common Stock as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.