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Geneos Wealth Management’s UiPath PATH Stock Holding History

Geneos Wealth Management’s Portfolio PATH Stock Details PATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7K Buy
1,074
+550
+105% +$5.87K ﹤0.01% 1969
2026
Q1 		$5.82K Sell
524
-40
-7% -$509 ﹤0.01% 2132
2025
Q4 		$9.24K Buy
564
+211
+60% +$3.28K ﹤0.01% 1984
2025
Q3 		$4.72K Sell
353
-98
-22% -$1.16K ﹤0.01% 2154
2025
Q2 		$5.77K Sell
451
-501
-53% -$6.01K ﹤0.01% 2530
2025
Q1 		$9.8K Buy
952
+689
+262% +$8.87K ﹤0.01% 2570
2024
Q4 		$3.34K Sell
263
-40
-13% -$529 ﹤0.01% 2461
2024
Q3 		$3.88K Sell
303
-694
-70% -$8.5K ﹤0.01% 2141
2024
Q2 		$12.6K Hold
997
– – ﹤0.01% 1487
2024
Q1 		$22.6K Buy
997
+734
+279% +$17.2K ﹤0.01% 1317
2023
Q4 		$6.53K Hold
263
– – ﹤0.01% 1659
2023
Q3 		$4.5K Hold
263
– – ﹤0.01% 1772
2023
Q2 		$4.36K Hold
263
– – ﹤0.01% 1773
2023
Q1 		$4.62K Sell
263
-2,850
-92% -$43.1K ﹤0.01% 1750
2022
Q4 		$39.6K Sell
3,113
-1,350
-30% -$16.7K ﹤0.01% 1126
2022
Q3 		$56K Sell
4,463
-1,960
-31% -$34.4K ﹤0.01% 992
2022
Q2 		$120K Buy
6,423
+1,400
+28% +$26.2K 0.01% 945
2022
Q1 		$108K Buy
+5,023
New +$169K ﹤0.01% 1061

Other funds holding PATH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geneos Wealth Management's PATH Position: Q2 2026 in Review

Geneos Wealth Management increased its UiPath (PATH) stake by 105% in Q2 2026, buying an estimated $5.87K and bringing the position to 1,074 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Geneos Wealth Management first reported a position in PATH in Q1 2022 and has held it in 18 quarters since. The position peaked at $120K in Q2 2022. 526 funds tracked by Wall St. Rank hold PATH as of Q2 2026.

  • Geneos Wealth Management held 1,074 shares of UiPath worth $11.7K as of Q2 2026.
  • Geneos Wealth Management bought 550 UiPath shares in Q2 2026, an estimated $5.87K.
  • UiPath made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1969 holding.
  • Geneos Wealth Management first reported a position in UiPath in Q1 2022 and has held it in 18 quarters since.
  • Geneos Wealth Management's UiPath position peaked at $120K in Q2 2022.
  • 526 funds tracked by Wall St. Rank held UiPath as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.