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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 Sell
5,661
-5,003
-47% -$64.7K ﹤0.01% 1358
2025
Q1 		$145K Buy
10,664
+9,277
+669% +$119K ﹤0.01% 1376
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 $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return