GWM
UNAM

Geneos Wealth Management’s Unico American Corp UNAM Stock Holding History

Geneos Wealth Management’s Portfolio UNAM Stock Details UNAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-220
Closed -$1K – 3034
2020
Q3 		$1K Hold
220
– – ﹤0.01% 2600
2020
Q2 		$1K Hold
220
– – ﹤0.01% 2536
2020
Q1 		$1K Hold
220
– – ﹤0.01% 2444
2019
Q4 		$1K Hold
220
– – ﹤0.01% 2523
2019
Q3 		$1K Hold
220
– – ﹤0.01% 2463
2019
Q2 		$1K Hold
220
– – ﹤0.01% 2467
2019
Q1 		$1K Hold
220
– – ﹤0.01% 2379
2018
Q4 		$1K Hold
220
– – ﹤0.01% 2355
2018
Q3 		$1K Hold
220
– – ﹤0.01% 2391
2018
Q2 		$1K Hold
220
– – ﹤0.01% 2239
2018
Q1 		$1K Hold
220
– – ﹤0.01% 2148
2017
Q4 		$1K Hold
220
– – ﹤0.01% 2150
2017
Q3 		$2K Hold
220
– – ﹤0.01% 2013
2017
Q2 		$2K Buy
+220
New +$2.13K ﹤0.01% 1968

Other funds holding UNAM

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geneos Wealth Management's UNAM Position: Q4 2020 in Review

Geneos Wealth Management sold out of Unico American Corp (UNAM) in Q4 2020, closing a stake of 220 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in UNAM in Q2 2017 and held it in 14 quarters. The position peaked at $2K in Q3 2017. 8 funds tracked by Wall St. Rank hold UNAM as of Q4 2020.

  • Geneos Wealth Management reported no remaining Unico American Corp position as of Q4 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 220 Unico American Corp shares in Q4 2020, an estimated $1K.
  • Geneos Wealth Management first reported a position in Unico American Corp in Q2 2017 and held it in 14 quarters.
  • Geneos Wealth Management's Unico American Corp position peaked at $2K in Q3 2017.
  • 8 funds tracked by Wall St. Rank held Unico American Corp as of Q4 2020.

Based on Geneos Wealth Management's 13F filing for Q4 2020, filed 19 May 2021.