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GeoWealth Management’s Rivian RIVN Stock Holding History

GeoWealth 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
Q2 		$183K Buy
+10,572
New +$165K 0.01% 793
2025
Q3 		– Sell
-1,679
Closed -$23.1K – 1118
2025
Q2 		$23.1K Buy
+1,679
New +$22.8K ﹤0.01% 1045
2025
Q1 		– Sell
-3,492
Closed -$46.4K – 1650
2024
Q4 		$46.4K Sell
3,492
-432
-11% -$4.97K ﹤0.01% 1190
2024
Q3 		$44K Buy
+3,924
New +$56.4K ﹤0.01% 1113

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

GeoWealth Management's RIVN Position: Q2 2026 in Review

GeoWealth Management opened a new position in Rivian (RIVN) in Q2 2026: 10,572 shares worth $183K. The stake represents 0.01% of the portfolio and ranks #793 among its holdings. This is a return to the name: GeoWealth Management previously reported a position in RIVN as recently as Q2 2025.

GeoWealth Management first reported a position in RIVN in Q3 2024 and has held it in 4 quarters since. 823 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • GeoWealth Management held 10,572 shares of Rivian worth $183K as of Q2 2026.
  • Rivian was a new GeoWealth Management position in Q2 2026.
  • Rivian made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #793 holding.
  • GeoWealth Management first reported a position in Rivian in Q3 2024 and has held it in 4 quarters since.
  • 823 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.