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Geneos Wealth Management’s United Bancorp UBCP Stock Holding History

Geneos Wealth Management’s Portfolio UBCP Stock Details UBCP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$2.51K – 2625
2024
Q2 		$2.51K Hold
200
– – ﹤0.01% 1851
2024
Q1 		$2.89K Hold
200
– – ﹤0.01% 1820
2023
Q4 		$2.57K Buy
+200
New +$2.21K ﹤0.01% 1874

Other funds holding UBCP

CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFPW
Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin $493M AUM 14.9% 1-Year Est. Return
BG
Bahl & Gaynor Cincinnati, Ohio $19.8B AUM 19.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $238M AUM 16.9% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $3.61B AUM 24.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's UBCP Position: Q3 2024 in Review

Geneos Wealth Management sold out of United Bancorp (UBCP) in Q3 2024, closing a stake of 200 shares — an estimated $2.51K sold.

Geneos Wealth Management first reported a position in UBCP in Q4 2023 and held it in 3 quarters. The position peaked at $2.89K in Q1 2024. 24 funds tracked by Wall St. Rank hold UBCP as of Q3 2024.

  • Geneos Wealth Management reported no remaining United Bancorp position as of Q3 2024 after selling out during the quarter.
  • Geneos Wealth Management sold 200 United Bancorp shares in Q3 2024, an estimated $2.51K.
  • Geneos Wealth Management first reported a position in United Bancorp in Q4 2023 and held it in 3 quarters.
  • Geneos Wealth Management's United Bancorp position peaked at $2.89K in Q1 2024.
  • 24 funds tracked by Wall St. Rank held United Bancorp as of Q3 2024.

Based on Geneos Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.