Geneos Wealth Management’s UBS Group UBS Stock Holding History
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 | $120K | Buy |
1,497
+573
| +62% | +$19.1K | ﹤0.01% | 1472 |
|
|
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
CCI
