Geneos Wealth Management’s Unisys UIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-670	Closed	-$8K	–	2568
2022 Q2	$8K	Hold	670	–	–	﹤0.01%	2052
2022 Q1	$14K	Hold	670	–	–	﹤0.01%	1955
2021 Q4	$13K	Hold	670	–	–	﹤0.01%	2085
2021 Q3	$17K	Hold	670	–	–	﹤0.01%	2011
2021 Q2	$16K	Hold	670	–	–	﹤0.01%	2031
2021 Q1	$16K	Sell	670 -4	-0.6%	-$99	﹤0.01%	2187
2020 Q4	$17K	Buy	674 +4	+0.6%	+$58	﹤0.01%	2010
2020 Q3	$6K	Hold	670	–	–	﹤0.01%	2139
2020 Q2	$6K	Hold	670	–	–	﹤0.01%	2106
2020 Q1	$7K	Sell	670 -100	-13%	-$1.28K	﹤0.01%	1957
2019 Q4	$8K	Hold	770	–	–	﹤0.01%	2070
2019 Q3	$5K	Hold	770	–	–	﹤0.01%	2117
2019 Q2	$7K	Hold	770	–	–	﹤0.01%	2040
2019 Q1	$8K	Hold	770	–	–	﹤0.01%	1920
2018 Q4	$8K	Hold	770	–	–	﹤0.01%	1856
2018 Q3	$15K	Buy	770 +66	+9%	+$1.09K	﹤0.01%	1712
2018 Q2	$9K	Hold	704	–	–	﹤0.01%	1771
2018 Q1	$7K	Hold	704	–	–	﹤0.01%	1785
2017 Q4	$5K	Hold	704	–	–	﹤0.01%	1836
2017 Q3	$5K	Hold	704	–	–	﹤0.01%	1772
2017 Q2	$9K	Hold	704	–	–	﹤0.01%	1582
2017 Q1	$9K	Hold	704	–	–	﹤0.01%	1536
2016 Q4	$10K	Hold	704	–	–	﹤0.01%	1440
2016 Q3	$6K	Hold	704	–	–	﹤0.01%	1529
2016 Q2	$5K	Hold	704	–	–	﹤0.01%	1536
2016 Q1	$5K	Buy	+704	New	+$6.7K	﹤0.01%	1508

Other funds holding UIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

PCM

Palisade Capital Management Fort Lee, New Jersey $2.3B AUM 29.92% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BCA

Boundary Creek Advisors New York $15.3M AUM 0.41% 1-Year Est. Return

Geneos Wealth Management's UIS Position: Q3 2022 in Review

Geneos Wealth Management sold out of Unisys (UIS) in Q3 2022, closing a stake of 670 shares — an estimated $8K sold.

Geneos Wealth Management first reported a position in UIS in Q1 2016 and held it in 26 quarters. The position peaked at $17K in Q3 2021. 165 funds tracked by Wall St. Rank hold UIS as of Q3 2022.

Geneos Wealth Management reported no remaining Unisys position as of Q3 2022 after selling out during the quarter.
Geneos Wealth Management sold 670 Unisys shares in Q3 2022, an estimated $8K.
Geneos Wealth Management first reported a position in Unisys in Q1 2016 and held it in 26 quarters.
Geneos Wealth Management's Unisys position peaked at $17K in Q3 2021.
165 funds tracked by Wall St. Rank held Unisys as of Q3 2022.

Based on Geneos Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.