GWM
UMC icon

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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Geneos Wealth Management sold out of United Microelectronic (UMC) in Q3 2025, closing a stake of 117 shares — an estimated $895 sold.

Geneos Wealth Management first reported a position in UMC in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q1 2021. 240 funds tracked by Wall St. Rank hold UMC as of Q3 2025.

  • Geneos Wealth Management reported no remaining United Microelectronic position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 117 United Microelectronic shares in Q3 2025, an estimated $895.
  • Geneos Wealth Management first reported a position in United Microelectronic in Q4 2020 and held it in 8 quarters.
  • Geneos Wealth Management's United Microelectronic position peaked at $17K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2025.

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