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Geneos Wealth Management’s Lucid Motors LCID Stock Holding History

Geneos Wealth Management’s Portfolio LCID Stock Details LCID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,510
Closed -$53K – 2871
2025
Q2 		$53K Buy
2,510
+437
+21% +$10.5K ﹤0.01% 1538
2025
Q1 		$50.2K Buy
2,073
+88
+4% +$2.35K ﹤0.01% 1469
2024
Q4 		$59.9K Buy
1,985
+708
+55% +$18.4K ﹤0.01% 1249
2024
Q3 		$45.1K Sell
1,277
-139
-10% -$4.84K ﹤0.01% 1234
2024
Q2 		$37K Sell
1,416
-90
-6% -$2.4K ﹤0.01% 1166
2024
Q1 		$42.9K Sell
1,506
-215
-12% -$6.86K ﹤0.01% 1122
2023
Q4 		$72.5K Buy
1,721
+17
+1% +$763 ﹤0.01% 944
2023
Q3 		$95.3K Buy
1,704
+9
+0.5% +$583 ﹤0.01% 885
2023
Q2 		$117K Buy
1,695
+159
+10% +$11.3K 0.01% 835
2023
Q1 		$123K Sell
1,536
-177
-10% -$15.7K 0.01% 782
2022
Q4 		$117K Buy
1,713
+296
+21% +$32.6K 0.01% 785
2022
Q3 		$197K Sell
1,417
-496
-26% -$85.9K 0.01% 603
2022
Q2 		$325K Buy
1,913
+115
+6% +$21.9K 0.02% 607
2022
Q1 		$456K Buy
+1,798
New +$535K 0.02% 548
2021
Q3 		– Sell
-1,151
Closed -$311K – 2871
2021
Q2 		$311K Buy
1,151
+485
+73% +$106K 0.01% 680
2021
Q1 		$140K Buy
666
+9
+1% +$2.41K ﹤0.01% 1144
2020
Q4 		$151K Buy
+657
New +$64.3K 0.01% 950

Other funds holding LCID

PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geneos Wealth Management sold out of Lucid Motors (LCID) in Q3 2025, closing a stake of 2,510 shares — an estimated $53K sold.

Geneos Wealth Management first reported a position in LCID in Q4 2020 and held it in 17 quarters. The position peaked at $456K in Q1 2022. 332 funds tracked by Wall St. Rank hold LCID as of Q3 2025.

  • Geneos Wealth Management reported no remaining Lucid Motors position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,510 Lucid Motors shares in Q3 2025, an estimated $53K.
  • Geneos Wealth Management first reported a position in Lucid Motors in Q4 2020 and held it in 17 quarters.
  • Geneos Wealth Management's Lucid Motors position peaked at $456K in Q1 2022.
  • 332 funds tracked by Wall St. Rank held Lucid Motors as of Q3 2025.

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