Geneos Wealth Management’s UBS Group UBS Stock Holding History

Geneos Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,416	Closed	-$47.9K	–	3151
2025 Q2	$47.9K	Sell	1,416 -81	-5%	-$2.51K	﹤0.01%	1594
2025 Q1	$45.9K	Buy	1,497 +573	+62%	+$19.1K	﹤0.01%	1526
2024 Q4	$28K	Hold	924	–	–	﹤0.01%	1572
2024 Q3	$28.6K	Buy	+924	New	+$27.8K	﹤0.01%	1414
2022 Q4	–	Sell	-161	Closed	-$2K	–	2097
2022 Q3	$2K	Buy	+161	New	+$2.58K	﹤0.01%	1876
2022 Q2	–	Sell	-282	Closed	-$5K	–	2795
2022 Q1	$5K	Buy	+282	New	+$5.33K	﹤0.01%	2364
2021 Q4	–	Sell	-300	Closed	-$4K	–	2881
2021 Q3	$4K	Hold	300	–	–	﹤0.01%	2536
2021 Q2	$4K	Hold	300	–	–	﹤0.01%	2536
2021 Q1	$4K	Hold	300	–	–	﹤0.01%	2751
2020 Q4	$4K	Hold	300	–	–	﹤0.01%	2565
2020 Q3	$3K	Hold	300	–	–	﹤0.01%	2344
2020 Q2	$3K	Hold	300	–	–	﹤0.01%	2305
2020 Q1	$2K	Sell	300 -642	-68%	-$7.4K	﹤0.01%	2300
2019 Q4	$11K	Buy	942 +642	+214%	+$7.64K	﹤0.01%	1940
2019 Q3	$3K	Hold	300	–	–	﹤0.01%	2254
2019 Q2	$3K	Hold	300	–	–	﹤0.01%	2261
2019 Q1	$3K	Hold	300	–	–	﹤0.01%	2186
2018 Q4	$3K	Hold	300	–	–	﹤0.01%	2142
2018 Q3	$4K	Sell	300 -375	-56%	-$5.9K	﹤0.01%	2135
2018 Q2	$10K	Hold	675	–	–	﹤0.01%	1737
2018 Q1	$11K	Buy	+675	New	+$12.8K	﹤0.01%	1618

Other funds holding UBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geneos Wealth Management's UBS Position: Q3 2025 in Review

Geneos Wealth Management sold out of UBS Group (UBS) in Q3 2025, closing a stake of 1,416 shares — an estimated $47.9K sold.

Geneos Wealth Management first reported a position in UBS in Q1 2018 and held it in 21 quarters. The position peaked at $47.9K in Q2 2025. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

Geneos Wealth Management reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 1,416 UBS Group shares in Q3 2025, an estimated $47.9K.
Geneos Wealth Management first reported a position in UBS Group in Q1 2018 and held it in 21 quarters.
Geneos Wealth Management's UBS Group position peaked at $47.9K in Q2 2025.
621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.