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Geneos Wealth Management’s Unum UNM Stock Holding History

Geneos Wealth Management’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61K Buy
835
+3
+0.4% +$224 ﹤0.01% 1341
2025
Q4 		$64.5K Buy
832
+3
+0.4% +$229 ﹤0.01% 1301
2025
Q3 		$64.5K Sell
829
-2,523
-75% -$189K ﹤0.01% 1283
2025
Q2 		$271K Sell
3,352
-5,673
-63% -$448K 0.01% 893
2025
Q1 		$735K Buy
9,025
+6,002
+199% +$463K 0.01% 766
2024
Q4 		$221K Buy
3,023
+12
+0.4% +$827 0.01% 804
2024
Q3 		$179K Buy
3,011
+2,193
+268% +$119K 0.01% 803
2024
Q2 		$41.8K Buy
818
+203
+33% +$10.5K ﹤0.01% 1127
2024
Q1 		$33K Buy
615
+3
+0.5% +$146 ﹤0.01% 1212
2023
Q4 		$27.7K Buy
612
+4
+0.7% +$182 ﹤0.01% 1249
2023
Q3 		$29.9K Sell
608
-456
-43% -$22.3K ﹤0.01% 1236
2023
Q2 		$50.8K Sell
1,064
-395
-27% -$17.2K ﹤0.01% 1075
2023
Q1 		$57.7K Sell
1,459
-342
-19% -$14.1K ﹤0.01% 1026
2022
Q4 		$73.9K Sell
1,801
-2,117
-54% -$88.7K ﹤0.01% 915
2022
Q3 		$152K Sell
3,918
-2,704
-41% -$98.9K 0.01% 681
2022
Q2 		$223K Sell
6,622
-2,838
-30% -$96.1K 0.01% 714
2022
Q1 		$298K Sell
9,460
-629
-6% -$17.6K 0.01% 671
2021
Q4 		$247K Buy
10,089
+23
+0.2% +$589 0.01% 783
2021
Q3 		$260K Buy
10,066
+1,248
+14% +$33K 0.01% 755
2021
Q2 		$253K Buy
8,818
+2,812
+47% +$82.6K 0.01% 755
2021
Q1 		$169K Buy
6,006
+4,465
+290% +$116K ﹤0.01% 1052
2020
Q4 		$30K Buy
1,541
+441
+40% +$9.12K ﹤0.01% 1703
2020
Q3 		$18K Buy
+1,100
New +$19.6K ﹤0.01% 1709
2020
Q2 		– Sell
-130
Closed -$2K – 2626
2020
Q1 		$2K Buy
+130
New +$3.13K ﹤0.01% 2301
2019
Q3 		– Sell
-74
Closed -$2K – 2549
2019
Q2 		$2K Hold
74
– – ﹤0.01% 2341
2019
Q1 		$2K Buy
+74
New +$2.58K ﹤0.01% 2272

Other funds holding UNM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geneos Wealth Management's UNM Position: Q1 2026 in Review

Geneos Wealth Management increased its Unum (UNM) stake by 0.36% in Q1 2026, buying an estimated $224 and bringing the position to 835 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

Geneos Wealth Management first reported a position in UNM in Q1 2019 and has held it in 26 quarters since. The position peaked at $735K in Q1 2025. 692 funds tracked by Wall St. Rank hold UNM as of Q1 2026.

  • Geneos Wealth Management held 835 shares of Unum worth $61K as of Q1 2026.
  • Geneos Wealth Management bought 3 Unum shares in Q1 2026, an estimated $224.
  • Unum made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1341 holding.
  • Geneos Wealth Management first reported a position in Unum in Q1 2019 and has held it in 26 quarters since.
  • Geneos Wealth Management's Unum position peaked at $735K in Q1 2025.
  • 692 funds tracked by Wall St. Rank held Unum as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.