Geneos Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.98K | Hold |
200
| – | – | ﹤0.01% | 2076 |
|
|
2026
Q1 | $6.77K | Hold |
200
| – | – | ﹤0.01% | 2091 |
|
|
2025
Q4 | $7.34K | Hold |
200
| – | – | ﹤0.01% | 2048 |
|
|
2025
Q3 | $7.45K | Hold |
200
| – | – | ﹤0.01% | 2049 |
|
|
2025
Q2 | $8.17K | Buy |
200
+100
| +100% | +$4.14K | ﹤0.01% | 2398 |
|
|
2025
Q1 | $4.52K | Sell |
100
-251
| -72% | -$10.7K | ﹤0.01% | 2546 |
|
|
2024
Q4 | $15.2K | Hold |
351
| – | – | ﹤0.01% | 1857 |
|
|
2024
Q3 | $15.9K | Buy |
351
+251
| +251% | +$10.8K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $4.12K | Hold |
100
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q1 | $3.74K | Hold |
100
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q4 | $3.83K | Hold |
100
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q3 | $3.57K | Hold |
100
| – | – | ﹤0.01% | 1829 |
|
|
2023
Q2 | $4.3K | Hold |
100
| – | – | ﹤0.01% | 1778 |
|
|
2023
Q1 | $4.11K | Hold |
100
| – | – | ﹤0.01% | 1777 |
|
|
2022
Q4 | $3.87K | Hold |
100
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1754 |
|
|
2022
Q2 | $4K | Sell |
100
-8
| -7% | -$403 | ﹤0.01% | 2283 |
|
|
2022
Q1 | $6K | Buy |
108
+8
| +8% | +$454 | ﹤0.01% | 2296 |
|
|
2021
Q4 | $5K | Sell |
100
-2
| -2% | -$113 | ﹤0.01% | 2420 |
|
|
2021
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 2474 |
|
|
2021
Q2 | $5K | Sell |
102
-1,053
| -91% | -$49.5K | ﹤0.01% | 2469 |
|
|
2021
Q1 | $53K | Sell |
1,155
-2
| -0.2% | -$83 | ﹤0.01% | 1601 |
|
|
2020
Q4 | $4K | Buy |
1,157
+1,057
| +1,057% | +$38.6K | ﹤0.01% | 2566 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q2 | $3K | Sell |
100
-563
| -85% | -$21K | ﹤0.01% | 2306 |
|
|
2020
Q1 | $25K | Hold |
663
| – | – | ﹤0.01% | 1424 |
|
|
2019
Q4 | $30K | Hold |
663
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $32K | Buy |
663
+447
| +207% | +$21.1K | ﹤0.01% | 1399 |
|
|
2019
Q2 | $9K | Hold |
216
| – | – | ﹤0.01% | 1952 |
|
|
2019
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 1880 |
|
|
2018
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 1855 |
|
|
2018
Q3 | $8K | Hold |
216
| – | – | ﹤0.01% | 1936 |
|
|
2018
Q2 | $8K | Sell |
216
-1,260
| -85% | -$45.6K | ﹤0.01% | 1804 |
|
|
2018
Q1 | $52K | Hold |
1,476
| – | – | ﹤0.01% | 982 |
|
|
2017
Q4 | $56K | Buy |
1,476
+216
| +17% | +$8.4K | 0.01% | 956 |
|
|
2017
Q3 | $47K | Hold |
1,260
| – | – | ﹤0.01% | 979 |
|
|
2017
Q2 | $49K | Hold |
1,260
| – | – | 0.01% | 927 |
|
|
2017
Q1 | $45K | Hold |
1,260
| – | – | ﹤0.01% | 933 |
|
|
2016
Q4 | $45K | Hold |
1,260
| – | – | 0.01% | 877 |
|
|
2016
Q3 | $45K | Hold |
1,260
| – | – | 0.01% | 858 |
|
|
2016
Q2 | $46K | Hold |
1,260
| – | – | 0.01% | 844 |
|
|
2016
Q1 | $48K | Buy |
+1,260
| New | +$45.1K | 0.01% | 813 |
|
Other funds holding UDR
CIM
Geneos Wealth Management's UDR Position: Q2 2026 in Review
Geneos Wealth Management held its UDR (UDR) position steady in Q2 2026 at 200 shares worth $7.98K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.
Geneos Wealth Management first reported a position in UDR in Q1 2016 and has held it in 42 quarters since. The position peaked at $56K in Q4 2017. 522 funds tracked by Wall St. Rank hold UDR as of Q2 2026.
- Geneos Wealth Management held 200 shares of UDR worth $7.98K as of Q2 2026.
- Geneos Wealth Management left its UDR share count unchanged in Q2 2026.
- UDR made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2076 holding.
- Geneos Wealth Management first reported a position in UDR in Q1 2016 and has held it in 42 quarters since.
- Geneos Wealth Management's UDR position peaked at $56K in Q4 2017.
- 522 funds tracked by Wall St. Rank held UDR as of Q2 2026.
Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.