Geneos Wealth Management’s Urban Edge Properties UE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-86	Closed	-$1.6K	–	3152
2025 Q2	$1.6K	Buy	+86	New	+$1.57K	﹤0.01%	2867
2019 Q2	–	Sell	-123	Closed	-$2K	–	2526
2019 Q1	$2K	Hold	123	–	–	﹤0.01%	2271
2018 Q4	$2K	Hold	123	–	–	﹤0.01%	2240
2018 Q3	$2K	Hold	123	–	–	﹤0.01%	2290
2018 Q2	$2K	Hold	123	–	–	﹤0.01%	2138
2018 Q1	$2K	Hold	123	–	–	﹤0.01%	2064
2017 Q4	$3K	Hold	123	–	–	﹤0.01%	1962
2017 Q3	$2K	Hold	123	–	–	﹤0.01%	2001
2017 Q2	$2K	Hold	123	–	–	﹤0.01%	1958
2017 Q1	$3K	Hold	123	–	–	﹤0.01%	1832
2016 Q4	$3K	Hold	123	–	–	﹤0.01%	1794
2016 Q3	$3K	Hold	123	–	–	﹤0.01%	1715
2016 Q2	$3K	Hold	123	–	–	﹤0.01%	1638
2016 Q1	$3K	Buy	+123	New	+$2.96K	﹤0.01%	1624

Other funds holding UE

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geneos Wealth Management sold out of Urban Edge Properties (UE) in Q3 2025, closing a stake of 86 shares — an estimated $1.6K sold.

Geneos Wealth Management first reported a position in UE in Q1 2016 and held it in 14 quarters. The position peaked at $3K in Q4 2017. 246 funds tracked by Wall St. Rank hold UE as of Q3 2025.

Geneos Wealth Management reported no remaining Urban Edge Properties position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 86 Urban Edge Properties shares in Q3 2025, an estimated $1.6K.
Geneos Wealth Management first reported a position in Urban Edge Properties in Q1 2016 and held it in 14 quarters.
Geneos Wealth Management's Urban Edge Properties position peaked at $3K in Q4 2017.
246 funds tracked by Wall St. Rank held Urban Edge Properties as of Q3 2025.

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