Geneos Wealth Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84.7K Sell
6,161
-6,020
-49% -$82.7K ﹤0.01% 1317
2025
Q1
$152K Buy
12,181
+8,930
+275% +$111K ﹤0.01% 1350
2024
Q4
$43.2K Sell
3,251
-941
-22% -$12.5K ﹤0.01% 1374
2024
Q3
$47K Buy
4,192
+1,171
+39% +$13.1K ﹤0.01% 1216
2024
Q2
$40.5K Buy
3,021
+1,047
+53% +$14.1K ﹤0.01% 1139
2024
Q1
$21.6K Hold
1,974
﹤0.01% 1336
2023
Q4
$46.3K Sell
1,974
-138
-7% -$3.24K ﹤0.01% 1091
2023
Q3
$51.3K Hold
2,112
﹤0.01% 1074
2023
Q2
$35.2K Buy
2,112
+65
+3% +$1.08K ﹤0.01% 1187
2023
Q1
$31.7K Hold
2,047
﹤0.01% 1202
2022
Q4
$37.7K Sell
2,047
-200
-9% -$3.69K ﹤0.01% 1149
2022
Q3
$73K Sell
2,247
-1,437
-39% -$46.7K 0.01% 899
2022
Q2
$94K Buy
3,684
+649
+21% +$16.6K ﹤0.01% 1032
2022
Q1
$152K Buy
+3,035
New +$152K 0.01% 919