GWM
UCTT

Geneos Wealth Management’s Ultra Clean Holdings UCTT Stock Holding History

Geneos Wealth Management’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,700
Closed -$72K – 2566
2022
Q2 		$72K Hold
2,700
– – ﹤0.01% 1135
2022
Q1 		$114K Hold
2,700
– – ﹤0.01% 1038
2021
Q4 		$154K Buy
2,700
+200
+8% +$10.4K 0.01% 985
2021
Q3 		$107K Buy
+2,500
New +$118K ﹤0.01% 1153
2018
Q3 		– Sell
-100
Closed -$1K – 2452
2018
Q2 		$1K Hold
100
– – ﹤0.01% 2226
2018
Q1 		$1K Buy
+100
New +$2.11K ﹤0.01% 2135
2017
Q4 		– Sell
-1,262
Closed -$38K – 2219
2017
Q3 		$38K Buy
+1,262
New +$29.8K ﹤0.01% 1086

Other funds holding UCTT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return