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Geneos Wealth Management’s Privia Health PRVA Stock Holding History

Geneos Wealth Management’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-216
Closed -$5.38K – 2534
2025
Q3 		$5.38K Buy
216
+168
+350% +$3.62K ﹤0.01% 2126
2025
Q2 		$1.1K Sell
48
-1
-2% -$23 ﹤0.01% 2958
2025
Q1 		$1.1K Buy
+49
New +$1.14K ﹤0.01% 2915

Other funds holding PRVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $196M AUM 53.12% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Geneos Wealth Management sold out of Privia Health (PRVA) in Q4 2025, closing a stake of 216 shares — an estimated $5.38K sold.

Geneos Wealth Management first reported a position in PRVA in Q1 2025 and held it in 3 quarters. The position peaked at $5.38K in Q3 2025. 276 funds tracked by Wall St. Rank hold PRVA as of Q4 2025.

  • Geneos Wealth Management reported no remaining Privia Health position as of Q4 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 216 Privia Health shares in Q4 2025, an estimated $5.38K.
  • Geneos Wealth Management first reported a position in Privia Health in Q1 2025 and held it in 3 quarters.
  • Geneos Wealth Management's Privia Health position peaked at $5.38K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Privia Health as of Q4 2025.

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