Geneos Wealth Management’s Rivian RIVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	Sell	6,161 -6,020	-49%	-$81.7K	﹤0.01%	1317
2025 Q1	$152K	Buy	12,181 +8,930	+275%	+$112K	﹤0.01%	1350
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

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return