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Geneos Wealth Management’s Unity Bancorp UNTY Stock Holding History

Geneos Wealth Management’s Portfolio UNTY Stock Details UNTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-14
Closed -$659 – 3162
2025
Q2 		$659 Sell
14
-14
-50% -$604 ﹤0.01% 3074
2025
Q1 		$1.14K Buy
+28
New +$1.27K ﹤0.01% 3035

Other funds holding UNTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

Geneos Wealth Management sold out of Unity Bancorp (UNTY) in Q3 2025, closing a stake of 14 shares — an estimated $659 sold.

Geneos Wealth Management first reported a position in UNTY in Q1 2025 and held it in 2 quarters. The position peaked at $1.14K in Q1 2025. 127 funds tracked by Wall St. Rank hold UNTY as of Q3 2025.

  • Geneos Wealth Management reported no remaining Unity Bancorp position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 14 Unity Bancorp shares in Q3 2025, an estimated $659.
  • Geneos Wealth Management first reported a position in Unity Bancorp in Q1 2025 and held it in 2 quarters.
  • Geneos Wealth Management's Unity Bancorp position peaked at $1.14K in Q1 2025.
  • 127 funds tracked by Wall St. Rank held Unity Bancorp as of Q3 2025.

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