Geneos Wealth Management’s Nikola Corporation Common Stock NKLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16	Closed	-$741	–	2190
2023 Q3	$741	Hold	16	–	–	﹤0.01%	2063
2023 Q2	$651	Hold	16	–	–	﹤0.01%	2049
2023 Q1	$571	Buy	+16	New	+$1.05K	﹤0.01%	2036
2022 Q4	–	Sell	-6	Closed	–	–	2109
2022 Q3	$0	Sell	6 -36	-86%	-$6.09K	﹤0.01%	2645
2022 Q2	$5K	Sell	42 -2	-5%	-$409	﹤0.01%	2215
2022 Q1	$14K	Buy	44 +17	+63%	+$4.34K	﹤0.01%	1959
2021 Q4	$7K	Sell	27 -11	-29%	-$3.67K	﹤0.01%	2322
2021 Q3	$12K	Sell	38 -17	-31%	-$5.95K	﹤0.01%	2162
2021 Q2	$26K	Sell	55 -33	-38%	-$13.7K	﹤0.01%	1788
2021 Q1	$30K	Sell	88 -58	-40%	-$33K	﹤0.01%	1885
2020 Q4	$35K	Buy	146 +70	+92%	+$43.6K	﹤0.01%	1633
2020 Q3	$44K	Buy	76 +18	+31%	+$21K	﹤0.01%	1319
2020 Q2	$110K	Buy	+58	New	+$55.9K	0.01%	880

Other funds holding NKLA

Norges Bank Oslo, Norway $935B AUM

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Geneos Wealth Management's NKLA Position: Q4 2023 in Review

Geneos Wealth Management sold out of Nikola Corporation Common Stock (NKLA) in Q4 2023, closing a stake of 16 shares — an estimated $741 sold.

Geneos Wealth Management first reported a position in NKLA in Q2 2020 and held it in 13 quarters. The position peaked at $110K in Q2 2020. 270 funds tracked by Wall St. Rank hold NKLA as of Q4 2023.

Geneos Wealth Management reported no remaining Nikola Corporation Common Stock position as of Q4 2023 after selling out during the quarter.
Geneos Wealth Management sold 16 Nikola Corporation Common Stock shares in Q4 2023, an estimated $741.
Geneos Wealth Management first reported a position in Nikola Corporation Common Stock in Q2 2020 and held it in 13 quarters.
Geneos Wealth Management's Nikola Corporation Common Stock position peaked at $110K in Q2 2020.
270 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q4 2023.

Based on Geneos Wealth Management's 13F filing for Q4 2023, filed 26 Jan 2024.