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Geneos Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Geneos Wealth Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,661
Closed -$77.7K – 2928
2025
Q2 		$77.7K Buy
5,661
+871
+18% +$11.3K ﹤0.01% 1358
2025
Q1 		$65.3K Buy
4,790
+3,403
+245% +$43.8K ﹤0.01% 1342
2024
Q4 		$16.3K Buy
+1,387
New +$15.6K ﹤0.01% 1827
2018
Q3 		– Sell
-1,152
Closed -$6K – 2437
2018
Q2 		$6K Buy
+1,152
New +$7.29K ﹤0.01% 1878
2016
Q4 		– Sell
-65,650
Closed -$331K – 2075
2016
Q3 		$331K Buy
+65,650
New +$331K 0.04% 333

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Geneos Wealth Management's MUFG Position: Q3 2025 in Review

Geneos Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 5,661 shares — an estimated $77.7K sold.

Geneos Wealth Management first reported a position in MUFG in Q3 2016 and held it in 5 quarters. The position peaked at $331K in Q3 2016. 488 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Geneos Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 5,661 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $77.7K.
  • Geneos Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2016 and held it in 5 quarters.
  • Geneos Wealth Management's Mitsubishi UFJ Financial position peaked at $331K in Q3 2016.
  • 488 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.