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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$13.6K Sell
186
-170
-48% -$12.4K ﹤0.01% 2200
2025
Q1 		$20.1K Buy
+356
New +$20.1K ﹤0.01% 2311