Geneos Wealth Management’s United Bankshares UBSI Stock Holding History

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

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

Other funds holding UBSI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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.