GWM
UCB

Geneos Wealth Management’s United Community Banks UCB Stock Holding History

Geneos Wealth Management’s Portfolio UCB Stock Details UCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,622
Closed -$78.1K – 3239
2025
Q2 		$78.1K Sell
2,622
-3,120
-54% -$86.7K ﹤0.01% 1356
2025
Q1 		$162K Buy
5,742
+4,600
+403% +$144K ﹤0.01% 1328
2024
Q4 		$36.9K Buy
1,142
+30
+3% +$933 ﹤0.01% 1440
2024
Q3 		$32.3K Buy
+1,112
New +$31.9K ﹤0.01% 1361
2024
Q2 		– Sell
-31
Closed -$816 – 2190
2024
Q1 		$816 Buy
+31
New +$837 ﹤0.01% 2067
2021
Q2 		– Sell
-80
Closed -$2K – 3147
2021
Q1 		$2K Buy
+80
New +$2.63K ﹤0.01% 2957

Other funds holding UCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of United Community Banks (UCB) in Q3 2025, closing a stake of 2,622 shares — an estimated $78.1K sold.

Geneos Wealth Management first reported a position in UCB in Q1 2021 and held it in 6 quarters. The position peaked at $162K in Q1 2025. 303 funds tracked by Wall St. Rank hold UCB as of Q3 2025.

  • Geneos Wealth Management reported no remaining United Community Banks position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,622 United Community Banks shares in Q3 2025, an estimated $78.1K.
  • Geneos Wealth Management first reported a position in United Community Banks in Q1 2021 and held it in 6 quarters.
  • Geneos Wealth Management's United Community Banks position peaked at $162K in Q1 2025.
  • 303 funds tracked by Wall St. Rank held United Community Banks as of Q3 2025.

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