GWM
LYFT icon

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
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 Sell
1,100
-900
-45% -$12.6K ﹤0.01% 2096
2025
Q1 		$23.7K Buy
2,000
+1,050
+111% +$13.7K ﹤0.01% 2252
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geneos Wealth Management's LYFT Position: Q1 2026 in Review

Geneos Wealth Management reduced its Lyft (LYFT) stake by 86% in Q1 2026, selling an estimated $4.64K and leaving 50 shares worth $665. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Geneos Wealth Management first reported a position in LYFT in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q4 2020. 523 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Geneos Wealth Management held 50 shares of Lyft worth $665 as of Q1 2026.
  • Geneos Wealth Management sold 300 Lyft shares in Q1 2026, an estimated $4.64K.
  • Lyft made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #2446 holding.
  • Geneos Wealth Management first reported a position in Lyft in Q2 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's Lyft position peaked at $1.11M in Q4 2020.
  • 523 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.