Geneos Wealth Management’s UMB Financial UMBF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-52	Closed	-$5.47K	–	3157
2025 Q2	$5.47K	Sell	52 -5	-9%	-$499	﹤0.01%	2551
2025 Q1	$5.76K	Buy	+57	New	+$6.28K	﹤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%	-$227K	﹤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%	-$14.6K	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	+$167K	0.03%	455

Other funds holding UMBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UMB Bank Kansas City, Missouri $7.16B AUM 20.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Geneos Wealth Management sold out of UMB Financial (UMBF) in Q3 2025, closing a stake of 52 shares — an estimated $5.47K sold.

Geneos Wealth Management first reported a position in UMBF in Q1 2016 and held it in 31 quarters. The position peaked at $267K in Q4 2016. 404 funds tracked by Wall St. Rank hold UMBF as of Q3 2025.

Geneos Wealth Management reported no remaining UMB Financial position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 52 UMB Financial shares in Q3 2025, an estimated $5.47K.
Geneos Wealth Management first reported a position in UMB Financial in Q1 2016 and held it in 31 quarters.
Geneos Wealth Management's UMB Financial position peaked at $267K in Q4 2016.
404 funds tracked by Wall St. Rank held UMB Financial as of Q3 2025.

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