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Geneos Wealth Management’s CVR Partners UAN Stock Holding History

Geneos Wealth Management’s Portfolio UAN Stock Details UAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-27
Closed -$2.05K – 3168
2024
Q4 		$2.05K Hold
27
– – ﹤0.01% 2591
2024
Q3 		$1.81K Hold
27
– – ﹤0.01% 2323
2024
Q2 		$2.04K Buy
+27
New +$2.15K ﹤0.01% 1885
2022
Q3 		– Sell
-30
Closed -$2K – 2563
2022
Q2 		$2K Hold
30
– – ﹤0.01% 2428
2022
Q1 		$4K Hold
30
– – ﹤0.01% 2428
2021
Q4 		$2K Hold
30
– – ﹤0.01% 2611
2021
Q3 		$2K Hold
30
– – ﹤0.01% 2675
2021
Q2 		$1K Hold
30
– – ﹤0.01% 2805
2021
Q1 		$1K Hold
30
– – ﹤0.01% 3067
2020
Q4 		$1K Buy
+30
New +$291 ﹤0.01% 2837

Other funds holding UAN

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RC
Rangeley Capital New Canaan, Connecticut $103M AUM 77.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geneos Wealth Management's UAN Position: Q1 2025 in Review

Geneos Wealth Management sold out of CVR Partners (UAN) in Q1 2025, closing a stake of 27 shares — an estimated $2.05K sold.

Geneos Wealth Management first reported a position in UAN in Q4 2020 and held it in 10 quarters. The position peaked at $4K in Q1 2022. 53 funds tracked by Wall St. Rank hold UAN as of Q1 2025.

  • Geneos Wealth Management reported no remaining CVR Partners position as of Q1 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 27 CVR Partners shares in Q1 2025, an estimated $2.05K.
  • Geneos Wealth Management first reported a position in CVR Partners in Q4 2020 and held it in 10 quarters.
  • Geneos Wealth Management's CVR Partners position peaked at $4K in Q1 2022.
  • 53 funds tracked by Wall St. Rank held CVR Partners as of Q1 2025.

Based on Geneos Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.