Geneos Wealth Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58.3K Buy
3,363
+600
+22% +$9.36K ﹤0.01% 1402
2026
Q1
$41.6K Sell
2,763
-1
-0% -$16 ﹤0.01% 1500
2025
Q4
$54.5K Buy
2,764
+739
+36% +$11.7K ﹤0.01% 1365
2025
Q3
$29.7K Sell
2,025
-4,136
-67% -$55.4K ﹤0.01% 1575
2025
Q2
$84.7K Buy
6,161
+1,054
+21% +$14.3K ﹤0.01% 1317
2025
Q1
$63.6K Buy
5,107
+1,856
+57% +$23.4K ﹤0.01% 1354
2024
Q4
$43.2K Sell
3,251
-941
-22% -$10.8K ﹤0.01% 1374
2024
Q3
$47K Buy
4,192
+1,171
+39% +$16.8K ﹤0.01% 1216
2024
Q2
$40.5K Buy
3,021
+1,047
+53% +$10.9K ﹤0.01% 1139
2024
Q1
$21.6K Hold
1,974
– – ﹤0.01% 1336
2023
Q4
$46.3K Sell
1,974
-138
-7% -$2.6K ﹤0.01% 1091
2023
Q3
$51.3K Hold
2,112
– – ﹤0.01% 1074
2023
Q2
$35.2K Buy
2,112
+65
+3% +$908 ﹤0.01% 1187
2023
Q1
$31.7K Hold
2,047
– – ﹤0.01% 1202
2022
Q4
$37.7K Sell
2,047
-200
-9% -$5.89K ﹤0.01% 1149
2022
Q3
$73K Sell
2,247
-1,437
-39% -$49K 0.01% 899
2022
Q2
$94K Buy
3,684
+649
+21% +$20.3K ﹤0.01% 1032
2022
Q1
$152K Buy
+3,035
New +$185K 0.01% 919

Other funds holding RIVN

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

Geneos Wealth Management increased its Rivian (RIVN) stake by 22% in Q2 2026, buying an estimated $9.36K and bringing the position to 3,363 shares worth $58.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Geneos Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 18 quarters since. The position peaked at $152K in Q1 2022. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Geneos Wealth Management held 3,363 shares of Rivian worth $58.3K as of Q2 2026.
  • Geneos Wealth Management bought 600 Rivian shares in Q2 2026, an estimated $9.36K.
  • Rivian made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1402 holding.
  • Geneos Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's Rivian position peaked at $152K in Q1 2022.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

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