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Geneos Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Geneos Wealth Management’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-200
Closed -$11.9K – 2117
2023
Q1 		$11.9K Buy
+200
New +$12.6K ﹤0.01% 1501
2021
Q2 		– Sell
-890
Closed -$53K – 3113
2021
Q1 		$53K Buy
+890
New +$47.3K ﹤0.01% 1602

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geneos Wealth Management's UHAL Position: Q2 2023 in Review

Geneos Wealth Management sold out of U-Haul Holding Co (UHAL) in Q2 2023, closing a stake of 200 shares — an estimated $11.9K sold.

Geneos Wealth Management first reported a position in UHAL in Q1 2021 and held it in 2 quarters. The position peaked at $53K in Q1 2021. 192 funds tracked by Wall St. Rank hold UHAL as of Q2 2023.

  • Geneos Wealth Management reported no remaining U-Haul Holding Co position as of Q2 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 200 U-Haul Holding Co shares in Q2 2023, an estimated $11.9K.
  • Geneos Wealth Management first reported a position in U-Haul Holding Co in Q1 2021 and held it in 2 quarters.
  • Geneos Wealth Management's U-Haul Holding Co position peaked at $53K in Q1 2021.
  • 192 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2023.

Based on Geneos Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.