Geneos Wealth Management’s UFP Industries UFPI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-322	Closed	-$32K	–	3153
2025 Q2	$32K	Buy	322 +114	+55%	+$11.5K	﹤0.01%	1803
2025 Q1	$54.9K	Buy	208 +156	+300%	+$17.4K	﹤0.01%	1873
2024 Q4	$5.86K	Buy	52 +6	+13%	+$773	﹤0.01%	2275
2024 Q3	$6.04K	Buy	+46	New	+$5.55K	﹤0.01%	2014
2022 Q2	–	Sell	-1,123	Closed	-$86K	–	2796
2022 Q1	$86K	Sell	1,123 -382	-25%	-$31.9K	﹤0.01%	1145
2021 Q4	$138K	Hold	1,505	–	–	0.01%	1048
2021 Q3	$103K	Hold	1,505	–	–	﹤0.01%	1166
2021 Q2	$110K	Hold	1,505	–	–	﹤0.01%	1129
2021 Q1	$126K	Hold	1,505	–	–	﹤0.01%	1196
2020 Q4	$110K	Buy	+1,505	New	+$82.6K	﹤0.01%	1107

Other funds holding UFPI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Geneos Wealth Management sold out of UFP Industries (UFPI) in Q3 2025, closing a stake of 322 shares — an estimated $32K sold.

Geneos Wealth Management first reported a position in UFPI in Q4 2020 and held it in 10 quarters. The position peaked at $138K in Q4 2021. 414 funds tracked by Wall St. Rank hold UFPI as of Q3 2025.

Geneos Wealth Management reported no remaining UFP Industries position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 322 UFP Industries shares in Q3 2025, an estimated $32K.
Geneos Wealth Management first reported a position in UFP Industries in Q4 2020 and held it in 10 quarters.
Geneos Wealth Management's UFP Industries position peaked at $138K in Q4 2021.
414 funds tracked by Wall St. Rank held UFP Industries as of Q3 2025.

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