GWM
UGP icon

Geneos Wealth Management’s Ultrapar UGP Stock Holding History

Geneos Wealth Management’s Portfolio UGP Stock Details UGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-195
Closed -$640 – 3155
2025
Q2 		$640 Buy
+195
New +$591 ﹤0.01% 3079
2023
Q1 		– Sell
-400
Closed -$968 – 2102
2022
Q4 		$968 Hold
400
– – ﹤0.01% 1968
2022
Q3 		$0 Hold
400
– – ﹤0.01% 2567
2022
Q2 		$0 Hold
400
– – ﹤0.01% 2797
2022
Q1 		$1K Hold
400
– – ﹤0.01% 2701
2021
Q4 		$1K Hold
400
– – ﹤0.01% 2722
2021
Q3 		$1K Hold
400
– – ﹤0.01% 2790
2021
Q2 		$1K Hold
400
– – ﹤0.01% 2806
2021
Q1 		$1K Hold
400
– – ﹤0.01% 3068
2020
Q4 		$1K Buy
+400
New +$1.52K ﹤0.01% 2838

Other funds holding UGP

NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return