Geneos Wealth Management Inc.: RIVN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneos Wealth Management Inc. on RIVN, newest first. How the timeline and the estimate are built.
Geneos Wealth Management Inc. held 3,363 RIVN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 3,363 sharesChange vs previous 13F +600 shares
<0.01% of the 13F portfolio, value $58,348.
13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,763 sharesChange vs previous 13F -1 shares
<0.01% of the 13F portfolio, value $41,583.
13F-HR 0001764754-26-000004 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,764 sharesChange vs previous 13F +739 shares
<0.01% of the 13F portfolio, value $54,478.
13F-HR 0001764754-26-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,025 sharesChange vs previous 13F -4,136 shares
<0.01% of the 13F portfolio, value $29,727.
13F-HR 0001764754-25-000015 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,161 sharesChange vs previous 13F -6,020 shares
<0.01% of the 13F portfolio, value $84,652.
13F-HR 0001764754-25-000012 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 12,181 sharesChange vs previous 13F +8,930 shares
<0.01% of the 13F portfolio, value $151,653.
13F-HR 0001764754-25-000010 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,251 sharesChange vs previous 13F -941 shares
<0.01% of the 13F portfolio, value $43,238.
13F-HR 0001764754-25-000001 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,192 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $47,034.
13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).