Geneos Wealth Management’s Universal Health Services UHS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.2K	Hold	74	–	–	﹤0.01%	1911
2025 Q4	$16.1K	Buy	74 +24	+48%	+$5.3K	﹤0.01%	1808
2025 Q3	$10.2K	Sell	50 -47	-48%	-$8.46K	﹤0.01%	1956
2025 Q2	$17.6K	Buy	97 +40	+70%	+$7.22K	﹤0.01%	2088
2025 Q1	$26.3K	Buy	57 +31	+119%	+$5.65K	﹤0.01%	2215
2024 Q4	$4.67K	Hold	26	–	–	﹤0.01%	2357
2024 Q3	$5.95K	Buy	+26	New	+$5.6K	﹤0.01%	2020
2024 Q2	–	Sell	-13	Closed	-$2.37K	–	2182
2024 Q1	$2.37K	Hold	13	–	–	﹤0.01%	1871
2023 Q4	$1.98K	Hold	13	–	–	﹤0.01%	1923
2023 Q3	$1.63K	Sell	13 -2	-13%	-$273	﹤0.01%	1966
2023 Q2	$2.37K	Hold	15	–	–	﹤0.01%	1905
2023 Q1	$1.91K	Buy	+15	New	+$2.07K	﹤0.01%	1907
2021 Q2	–	Sell	-202	Closed	-$30K	–	3114
2021 Q1	$30K	Buy	+202	New	+$26.8K	﹤0.01%	1883
2017 Q2	–	Sell	-107	Closed	-$13K	–	2138
2017 Q1	$13K	Sell	107 -92	-46%	-$10.9K	﹤0.01%	1401
2016 Q4	$21K	Hold	199	–	–	﹤0.01%	1171
2016 Q3	$24K	Buy	199 +29	+17%	+$3.67K	﹤0.01%	1075
2016 Q2	$22K	Sell	170 -60	-26%	-$7.91K	﹤0.01%	1092
2016 Q1	$28K	Buy	+230	New	+$25.9K	﹤0.01%	994

Other funds holding UHS

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's UHS Position: Q1 2026 in Review

Geneos Wealth Management held its Universal Health Services (UHS) position steady in Q1 2026 at 74 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Geneos Wealth Management first reported a position in UHS in Q1 2016 and has held it in 18 quarters since. The position peaked at $30K in Q1 2021. 651 funds tracked by Wall St. Rank hold UHS as of Q1 2026.

Geneos Wealth Management held 74 shares of Universal Health Services worth $13.2K as of Q1 2026.
Geneos Wealth Management left its Universal Health Services share count unchanged in Q1 2026.
Universal Health Services made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1911 holding.
Geneos Wealth Management first reported a position in Universal Health Services in Q1 2016 and has held it in 18 quarters since.
Geneos Wealth Management's Universal Health Services position peaked at $30K in Q1 2021.
651 funds tracked by Wall St. Rank held Universal Health Services as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.