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Geneos Wealth Management’s United Microelectronic UMC Stock Holding History

Geneos Wealth Management’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-117
Closed -$895 – 3159
2025
Q2 		$895 Buy
+117
New +$868 ﹤0.01% 3021
2022
Q3 		– Sell
-430
Closed -$2K – 2570
2022
Q2 		$2K Sell
430
-630
-59% -$5.17K ﹤0.01% 2429
2022
Q1 		$9K Hold
1,060
– – ﹤0.01% 2137
2021
Q4 		$12K Hold
1,060
– – ﹤0.01% 2119
2021
Q3 		$11K Buy
1,060
+430
+68% +$4.61K ﹤0.01% 2198
2021
Q2 		$5K Sell
630
-1,148
-65% -$10.8K ﹤0.01% 2471
2021
Q1 		$17K Hold
1,778
– – ﹤0.01% 2160
2020
Q4 		$16K Buy
+1,778
New +$11.6K ﹤0.01% 2038

Other funds holding UMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return