Geneos Wealth Management’s United Bankshares UBSI Stock Holding History
Bought
Maintained
Sold
Other funds holding UBSI
SAM
Geneos Wealth Management's UBSI Position: Q2 2024 in Review
Geneos Wealth Management sold out of United Bankshares (UBSI) in Q2 2024, closing a stake of 26 shares — an estimated $931 sold.
Geneos Wealth Management first reported a position in UBSI in Q2 2017 and held it in 11 quarters. The position peaked at $265K in Q1 2021. 304 funds tracked by Wall St. Rank hold UBSI as of Q2 2024.
- Geneos Wealth Management reported no remaining United Bankshares position as of Q2 2024 after selling out during the quarter.
- Geneos Wealth Management sold 26 United Bankshares shares in Q2 2024, an estimated $931.
- Geneos Wealth Management first reported a position in United Bankshares in Q2 2017 and held it in 11 quarters.
- Geneos Wealth Management's United Bankshares position peaked at $265K in Q1 2021.
- 304 funds tracked by Wall St. Rank held United Bankshares as of Q2 2024.
Based on Geneos Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.