Geneos Wealth Management’s Innoviz Technologies INVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-600	Closed	-$1.22K	–	2509
2025 Q3	$1.22K	Hold	600	–	–	﹤0.01%	2389
2025 Q2	$984	Buy	+600	New	+$524	﹤0.01%	2987
2025 Q1	–	Sell	-600	Closed	-$1.01K	–	3102
2024 Q4	$1.01K	Buy	+600	New	+$496	﹤0.01%	2767
2024 Q3	–	Sell	-599	Closed	-$558	–	2588
2024 Q2	$558	Sell	599 -1	-0.2%	-$1	﹤0.01%	2040
2024 Q1	$810	Buy	600 +400	+200%	+$672	﹤0.01%	2068
2023 Q4	$506	Buy	+200	New	+$383	﹤0.01%	2089
2023 Q3	–	Sell	-200	Closed	-$568	–	2122
2023 Q2	$568	Hold	200	–	–	﹤0.01%	2058
2023 Q1	$700	Hold	200	–	–	﹤0.01%	2027
2022 Q4	$786	Hold	200	–	–	﹤0.01%	1990
2022 Q3	$1K	Hold	200	–	–	﹤0.01%	1937
2022 Q2	$0	Hold	200	–	–	﹤0.01%	2684
2022 Q1	$0	Buy	+200	New	+$799	﹤0.01%	2866

Other funds holding INVZ

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geneos Wealth Management's INVZ Position: Q4 2025 in Review

Geneos Wealth Management sold out of Innoviz Technologies (INVZ) in Q4 2025, closing a stake of 600 shares — an estimated $1.22K sold.

Geneos Wealth Management first reported a position in INVZ in Q1 2022 and held it in 12 quarters. The position peaked at $1.22K in Q3 2025. 115 funds tracked by Wall St. Rank hold INVZ as of Q4 2025.

Geneos Wealth Management reported no remaining Innoviz Technologies position as of Q4 2025 after selling out during the quarter.
Geneos Wealth Management sold 600 Innoviz Technologies shares in Q4 2025, an estimated $1.22K.
Geneos Wealth Management first reported a position in Innoviz Technologies in Q1 2022 and held it in 12 quarters.
Geneos Wealth Management's Innoviz Technologies position peaked at $1.22K in Q3 2025.
115 funds tracked by Wall St. Rank held Innoviz Technologies as of Q4 2025.

Based on Geneos Wealth Management's 13F filing for Q4 2025, filed 28 Jan 2026.