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Geneos Wealth Management’s Lyft LYFT Stock Holding History

Geneos Wealth Management’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.7K Buy
1,350
+1,300
+2,600% +$18.2K ﹤0.01% 1807
2026
Q1 		$665 Sell
50
-300
-86% -$4.64K ﹤0.01% 2446
2025
Q4 		$6.78K Sell
350
-750
-68% -$15.6K ﹤0.01% 2068
2025
Q3 		$24.2K Hold
1,100
– – ﹤0.01% 1654
2025
Q2 		$17.3K Buy
1,100
+100
+10% +$1.4K ﹤0.01% 2096
2025
Q1 		$11.9K Buy
1,000
+50
+5% +$651 ﹤0.01% 2190
2024
Q4 		$12.3K Sell
950
-1,246
-57% -$18.5K ﹤0.01% 1968
2024
Q3 		$28K Buy
2,196
+50
+2% +$597 ﹤0.01% 1423
2024
Q2 		$30.3K Hold
2,146
– – ﹤0.01% 1235
2024
Q1 		$41.5K Sell
2,146
-378
-15% -$5.8K ﹤0.01% 1133
2023
Q4 		$37.8K Hold
2,524
– – ﹤0.01% 1154
2023
Q3 		$26.6K Hold
2,524
– – ﹤0.01% 1282
2023
Q2 		$24.2K Hold
2,524
– – ﹤0.01% 1309
2023
Q1 		$23.4K Buy
2,524
+270
+12% +$3.26K ﹤0.01% 1294
2022
Q4 		$24.8K Sell
2,254
-7,146
-76% -$86.2K ﹤0.01% 1266
2022
Q3 		$123K Sell
9,400
-3,008
-24% -$46.3K 0.01% 741
2022
Q2 		$167K Sell
12,408
-895
-7% -$20.9K 0.01% 814
2022
Q1 		$510K Buy
13,303
+530
+4% +$20.8K 0.02% 527
2021
Q4 		$545K Buy
12,773
+866
+7% +$40.5K 0.02% 553
2021
Q3 		$660K Sell
11,907
-1,360
-10% -$72.1K 0.03% 501
2021
Q2 		$833K Sell
13,267
-595
-4% -$34.2K 0.03% 418
2021
Q1 		$771K Sell
13,862
-3,658
-21% -$204K 0.02% 509
2020
Q4 		$1.11M Sell
17,520
-2,172
-11% -$79K 0.04% 324
2020
Q3 		$543K Sell
19,692
-11
-0.1% -$327 0.03% 409
2020
Q2 		$635K Buy
19,703
+644
+3% +$20.4K 0.04% 365
2020
Q1 		$526K Buy
19,059
+7,082
+59% +$281K 0.04% 370
2019
Q4 		$549K Buy
11,977
+74
+0.6% +$3.24K 0.03% 417
2019
Q3 		$492K Buy
11,903
+8,609
+261% +$470K 0.03% 410
2019
Q2 		$217K Buy
+3,294
New +$198K 0.01% 644

Other funds holding LYFT

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geneos Wealth Management's LYFT Position: Q2 2026 in Review

Geneos Wealth Management increased its Lyft (LYFT) stake by 2,600% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,350 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Geneos Wealth Management first reported a position in LYFT in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.11M in Q4 2020. 527 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Geneos Wealth Management held 1,350 shares of Lyft worth $19.7K as of Q2 2026.
  • Geneos Wealth Management bought 1,300 Lyft shares in Q2 2026, an estimated $18.2K.
  • Lyft made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1807 holding.
  • Geneos Wealth Management first reported a position in Lyft in Q2 2019 and has held it in 29 quarters since.
  • Geneos Wealth Management's Lyft position peaked at $1.11M in Q4 2020.
  • 527 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.