Geneos Wealth Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $19.3K | Sell |
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|
2025
Q1 | $47.2K | Buy |
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|
2024
Q4 | $13.2K | Sell |
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|
2024
Q3 | $12K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $20.6K | Sell |
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|
2023
Q3 | $37.7K | Buy |
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|
2023
Q2 | $40.2K | Buy |
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|
2023
Q1 | $40K | Sell |
|
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|
2022
Q4 | $56.8K | Hold |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $798K | Hold |
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|
2022
Q1 | $727K | Sell |
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|
2021
Q4 | $927K | Hold |
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|
2021
Q3 | $877K | Buy |
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|
2021
Q2 | $890K | Sell |
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|
2021
Q1 | $874K | Buy |
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|
2020
Q4 | $801K | Sell |
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|
2020
Q3 | $655K | Buy |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $488K | Sell |
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|
2019
Q4 | $843K | Sell |
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|
2019
Q3 | $956K | Buy |
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|
2019
Q2 | $926K | Buy |
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|
2019
Q1 | $923K | Hold |
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|
2018
Q4 | $874K | Hold |
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|
2018
Q3 | $924K | Sell |
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|
2018
Q2 | $883K | Hold |
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|
2018
Q1 | $753K | Sell |
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|
2017
Q4 | $796K | Hold |
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|
2017
Q3 | $795K | Sell |
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|
2017
Q2 | $836K | Sell |
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|
2017
Q1 | $863K | Sell |
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|
2016
Q4 | $829K | Hold |
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|
2016
Q3 | $814K | Buy |
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|
2016
Q2 | $812K | Buy |
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|
2016
Q1 | $699K | Buy |
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