Geneos Wealth Management’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.47K	Sell	52 -5	-9%	-$526	﹤0.01%	2551
2025 Q1	$5.76K	Buy	+57	New	+$5.76K	﹤0.01%	2719
2023 Q2	–	Sell	-250	Closed	-$14.4K	–	2118
2023 Q1	$14.4K	Hold	250	–	–	﹤0.01%	1440
2022 Q4	$20.9K	Hold	250	–	–	﹤0.01%	1329
2022 Q3	$21K	Hold	250	–	–	﹤0.01%	1313
2022 Q2	$21K	Hold	250	–	–	﹤0.01%	1669
2022 Q1	$24K	Hold	250	–	–	﹤0.01%	1723
2021 Q4	$26K	Hold	250	–	–	﹤0.01%	1753
2021 Q3	$24K	Hold	250	–	–	﹤0.01%	1829
2021 Q2	$23K	Hold	250	–	–	﹤0.01%	1855
2021 Q1	$24K	Hold	250	–	–	﹤0.01%	1987
2020 Q4	$23K	Hold	250	–	–	﹤0.01%	1830
2020 Q3	$11K	Hold	250	–	–	﹤0.01%	1930
2020 Q2	$11K	Hold	250	–	–	﹤0.01%	1896
2020 Q1	$11K	Hold	250	–	–	﹤0.01%	1789
2019 Q4	$17K	Hold	250	–	–	﹤0.01%	1766
2019 Q3	$16K	Hold	250	–	–	﹤0.01%	1717
2019 Q2	$16K	Hold	250	–	–	﹤0.01%	1749
2019 Q1	$16K	Hold	250	–	–	﹤0.01%	1678
2018 Q4	$15K	Hold	250	–	–	﹤0.01%	1638
2018 Q3	$17K	Hold	250	–	–	﹤0.01%	1661
2018 Q2	$19K	Hold	250	–	–	﹤0.01%	1479
2018 Q1	$18K	Sell	250 -3,031	-92%	-$218K	﹤0.01%	1441
2017 Q4	$235K	Hold	3,281	–	–	0.02%	492
2017 Q3	$244K	Hold	3,281	–	–	0.02%	459
2017 Q2	$245K	Hold	3,281	–	–	0.03%	441
2017 Q1	$247K	Sell	3,281 -191	-6%	-$14.4K	0.03%	426
2016 Q4	$267K	Hold	3,472	–	–	0.04%	395
2016 Q3	$206K	Hold	3,472	–	–	0.03%	439
2016 Q2	$182K	Hold	3,472	–	–	0.03%	463
2016 Q1	$180K	Buy	+3,472	New	+$180K	0.03%	455