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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
Q2 		$11K Hold
74
– – ﹤0.01% 1994
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 		$10.7K Buy
57
+31
+119% +$5.65K ﹤0.01% 2227
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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geneos Wealth Management's UHS Position: Q2 2026 in Review

Geneos Wealth Management held its Universal Health Services (UHS) position steady in Q2 2026 at 74 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1994.

Geneos Wealth Management first reported a position in UHS in Q1 2016 and has held it in 19 quarters since. The position peaked at $30K in Q1 2021. 596 funds tracked by Wall St. Rank hold UHS as of Q2 2026.

  • Geneos Wealth Management held 74 shares of Universal Health Services worth $11K as of Q2 2026.
  • Geneos Wealth Management left its Universal Health Services share count unchanged in Q2 2026.
  • Universal Health Services made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1994 holding.
  • Geneos Wealth Management first reported a position in Universal Health Services in Q1 2016 and has held it in 19 quarters since.
  • Geneos Wealth Management's Universal Health Services position peaked at $30K in Q1 2021.
  • 596 funds tracked by Wall St. Rank held Universal Health Services as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.