Geneos Wealth Management’s Uniti Group UNIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-417
| Closed | -$1.8K | – | 3161 |
|
|
2025
Q2 | $1.8K | Sell |
417
-417
| -50% | -$1.87K | ﹤0.01% | 2838 |
|
|
2025
Q1 | $4.2K | Buy |
834
+417
| +100% | +$2.25K | ﹤0.01% | 2801 |
|
|
2024
Q4 | $2.29K | Hold |
417
| – | – | ﹤0.01% | 2560 |
|
|
2024
Q3 | $2.35K | Hold |
417
| – | – | ﹤0.01% | 2260 |
|
|
2024
Q2 | $1.22K | Hold |
417
| – | – | ﹤0.01% | 1957 |
|
|
2024
Q1 | $2.46K | Hold |
417
| – | – | ﹤0.01% | 1867 |
|
|
2023
Q4 | $2.41K | Hold |
417
| – | – | ﹤0.01% | 1883 |
|
|
2023
Q3 | $1.97K | Hold |
417
| – | – | ﹤0.01% | 1941 |
|
|
2023
Q2 | $1.93K | Hold |
417
| – | – | ﹤0.01% | 1931 |
|
|
2023
Q1 | $1.48K | Hold |
417
| – | – | ﹤0.01% | 1952 |
|
|
2022
Q4 | $2.31K | Hold |
417
| – | – | ﹤0.01% | 1858 |
|
|
2022
Q3 | $2K | Sell |
417
-503
| -55% | -$4.67K | ﹤0.01% | 1877 |
|
|
2022
Q2 | $8K | Sell |
920
-315
| -26% | -$3.64K | ﹤0.01% | 2054 |
|
|
2022
Q1 | $16K | Sell |
1,235
-316
| -20% | -$4K | ﹤0.01% | 1901 |
|
|
2021
Q4 | $21K | Hold |
1,551
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q3 | $19K | Sell |
1,551
-199
| -11% | -$2.43K | ﹤0.01% | 1953 |
|
|
2021
Q2 | $18K | Buy |
1,750
+1
| +0.1% | +$11 | ﹤0.01% | 1974 |
|
|
2021
Q1 | $19K | Buy |
1,749
+1
| +0.1% | +$12 | ﹤0.01% | 2112 |
|
|
2020
Q4 | $19K | Sell |
1,748
-243
| -12% | -$2.53K | ﹤0.01% | 1951 |
|
|
2020
Q3 | $19K | Buy |
1,991
+1
| +0.1% | +$10 | ﹤0.01% | 1683 |
|
|
2020
Q2 | $17K | Buy |
1,990
+2
| +0.1% | +$15 | ﹤0.01% | 1703 |
|
|
2020
Q1 | $11K | Sell |
1,988
-214
| -10% | -$1.68K | ﹤0.01% | 1790 |
|
|
2019
Q4 | $18K | Sell |
2,202
-78
| -3% | -$564 | ﹤0.01% | 1742 |
|
|
2019
Q3 | $17K | Sell |
2,280
-1,316
| -37% | -$10.9K | ﹤0.01% | 1690 |
|
|
2019
Q2 | $34K | Sell |
3,596
-1,332
| -27% | -$14.6K | ﹤0.01% | 1384 |
|
|
2019
Q1 | $55K | Buy |
4,928
+95
| +2% | +$1.39K | ﹤0.01% | 1096 |
|
|
2018
Q4 | $75K | Sell |
4,833
-374
| -7% | -$7.03K | 0.01% | 932 |
|
|
2018
Q3 | $104K | Sell |
5,207
-298
| -5% | -$5.9K | 0.01% | 868 |
|
|
2018
Q2 | $110K | Sell |
5,505
-198
| -3% | -$3.85K | 0.01% | 759 |
|
|
2018
Q1 | $92K | Sell |
5,703
-671
| -11% | -$10.8K | 0.01% | 781 |
|
|
2017
Q4 | $113K | Sell |
6,374
-188
| -3% | -$3.1K | 0.01% | 705 |
|
|
2017
Q3 | $96K | Sell |
6,562
-114
| -2% | -$2.41K | 0.01% | 713 |
|
|
2017
Q2 | $167K | Buy |
6,676
+351
| +6% | +$9.09K | 0.02% | 546 |
|
|
2017
Q1 | $163K | Buy |
+6,325
| New | +$169K | 0.02% | 530 |
|
Other funds holding UNIT
EIM
AMH
BCL
KSCM
Geneos Wealth Management's UNIT Position: Q3 2025 in Review
Geneos Wealth Management sold out of Uniti Group (UNIT) in Q3 2025, closing a stake of 417 shares — an estimated $1.8K sold.
Geneos Wealth Management first reported a position in UNIT in Q1 2017 and held it in 34 quarters. The position peaked at $167K in Q2 2017. 259 funds tracked by Wall St. Rank hold UNIT as of Q3 2025.
- Geneos Wealth Management reported no remaining Uniti Group position as of Q3 2025 after selling out during the quarter.
- Geneos Wealth Management sold 417 Uniti Group shares in Q3 2025, an estimated $1.8K.
- Geneos Wealth Management first reported a position in Uniti Group in Q1 2017 and held it in 34 quarters.
- Geneos Wealth Management's Uniti Group position peaked at $167K in Q2 2017.
- 259 funds tracked by Wall St. Rank held Uniti Group as of Q3 2025.
Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.