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Geneos Wealth Management’s Uber UBER Stock Holding History

Geneos Wealth Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.81M Sell
94,645
-1,513
-2% -$116K 0.16% 153
2025
Q4 		$7.86M Sell
96,158
-298
-0.3% -$26.8K 0.19% 135
2025
Q3 		$9.45M Sell
96,456
-2,266
-2% -$212K 0.24% 102
2025
Q2 		$9.21M Sell
98,722
-113,917
-54% -$9.38M 0.23% 109
2025
Q1 		$15.6M Buy
212,639
+201,295
+1,774% +$14.5M 0.23% 111
2024
Q4 		$684K Sell
11,344
-344
-3% -$24.6K 0.02% 502
2024
Q3 		$878K Sell
11,688
-148
-1% -$10.4K 0.03% 437
2024
Q2 		$860K Buy
11,836
+878
+8% +$61K 0.04% 387
2024
Q1 		$844K Sell
10,958
-2,382
-18% -$171K 0.04% 380
2023
Q4 		$821K Sell
13,340
-2,081
-13% -$109K 0.04% 361
2023
Q3 		$709K Buy
15,421
+200
+1% +$9.14K 0.04% 388
2023
Q2 		$657K Buy
15,221
+1,049
+7% +$39K 0.03% 406
2023
Q1 		$449K Sell
14,172
-31,224
-69% -$990K 0.03% 466
2022
Q4 		$1.12M Buy
45,396
+2,493
+6% +$68.2K 0.07% 255
2022
Q3 		$1.14M Sell
42,903
-649
-1% -$17.9K 0.08% 234
2022
Q2 		$929K Buy
43,552
+12,806
+42% +$340K 0.05% 337
2022
Q1 		$1.1M Sell
30,746
-100
-0.3% -$3.6K 0.05% 329
2021
Q4 		$1.29M Buy
30,846
+16,488
+115% +$711K 0.05% 334
2021
Q3 		$675K Buy
14,358
+596
+4% +$26K 0.03% 497
2021
Q2 		$711K Sell
13,762
-20,818
-60% -$1.09M 0.03% 463
2021
Q1 		$1.89M Sell
34,580
-2,038
-6% -$114K 0.05% 298
2020
Q4 		$1.77M Buy
36,618
+13,476
+58% +$604K 0.07% 250
2020
Q3 		$799K Buy
23,142
+5,118
+28% +$169K 0.04% 333
2020
Q2 		$533K Buy
18,024
+3,990
+28% +$124K 0.03% 401
2020
Q1 		$382K Sell
14,034
-9,369
-40% -$308K 0.03% 429
2019
Q4 		$706K Buy
23,403
+17,765
+315% +$527K 0.04% 369
2019
Q3 		$170K Buy
5,638
+2,317
+70% +$87.2K 0.01% 708
2019
Q2 		$155K Buy
+3,321
New +$141K 0.01% 754

Other funds holding UBER

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geneos Wealth Management's UBER Position: Q1 2026 in Review

Geneos Wealth Management reduced its Uber (UBER) stake by 1.6% in Q1 2026, selling an estimated $116K and leaving 94,645 shares worth $6.81M. The position accounts for 0.16% of the portfolio, ranked #153.

Geneos Wealth Management first reported a position in UBER in Q2 2019 and has held it in 28 quarters since. The position peaked at $15.6M in Q1 2025. 2,428 funds tracked by Wall St. Rank hold UBER as of Q1 2026.

  • Geneos Wealth Management held 94,645 shares of Uber worth $6.81M as of Q1 2026.
  • Geneos Wealth Management sold 1,513 Uber shares in Q1 2026, an estimated $116K.
  • Uber made up 0.16% of Geneos Wealth Management's portfolio in Q1 2026, its #153 holding.
  • Geneos Wealth Management first reported a position in Uber in Q2 2019 and has held it in 28 quarters since.
  • Geneos Wealth Management's Uber position peaked at $15.6M in Q1 2025.
  • 2,428 funds tracked by Wall St. Rank held Uber as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.