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Geneos Wealth Management’s UL Solutions ULS Stock Holding History

Geneos Wealth Management’s Portfolio ULS Stock Details ULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-186
Closed -$13.6K – 3229
2025
Q2 		$13.6K Sell
186
-170
-48% -$11.1K ﹤0.01% 2200
2025
Q1 		$20.1K Buy
+356
New +$18.9K ﹤0.01% 2311

Other funds holding ULS

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geneos Wealth Management's ULS Position: Q3 2025 in Review

Geneos Wealth Management sold out of UL Solutions (ULS) in Q3 2025, closing a stake of 186 shares — an estimated $13.6K sold.

Geneos Wealth Management first reported a position in ULS in Q1 2025 and held it in 2 quarters. The position peaked at $20.1K in Q1 2025. 280 funds tracked by Wall St. Rank hold ULS as of Q3 2025.

  • Geneos Wealth Management reported no remaining UL Solutions position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 186 UL Solutions shares in Q3 2025, an estimated $13.6K.
  • Geneos Wealth Management first reported a position in UL Solutions in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's UL Solutions position peaked at $20.1K in Q1 2025.
  • 280 funds tracked by Wall St. Rank held UL Solutions as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.