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
2025 Q2	$77.7K	Sell
2025 Q1	$145K	Buy
2024 Q4	$16.3K	Buy
2018 Q3	–	Sell
2018 Q2	$6K	Buy
2016 Q4	–	Sell
2016 Q3	$331K	Buy