Geneos Wealth Management’s United Bankshares UBSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-26	Closed	-$931	–	2180
2024 Q1	$931	Buy	+26	New	+$919	﹤0.01%	2035
2022 Q3	–	Sell	-5,039	Closed	-$179K	–	2564
2022 Q2	$179K	Sell	5,039 -145	-3%	-$5.09K	0.01%	785
2022 Q1	$180K	Hold	5,184	–	–	0.01%	849
2021 Q4	$188K	Hold	5,184	–	–	0.01%	899
2021 Q3	$190K	Sell	5,184 -218	-4%	-$7.62K	0.01%	881
2021 Q2	$197K	Sell	5,402 -1,356	-20%	-$53.3K	0.01%	848
2021 Q1	$265K	Sell	6,758 -105	-2%	-$3.85K	0.01%	852
2020 Q4	$218K	Buy	6,863 +1,356	+25%	+$38.3K	0.01%	799
2020 Q3	$115K	Hold	5,507	–	–	0.01%	887
2020 Q2	$140K	Buy	+5,507	New	+$148K	0.01%	782
2017 Q3	–	Sell	-30	Closed	-$1K	–	2152
2017 Q2	$1K	Buy	+30	New	+$1.19K	﹤0.01%	2033