Geneos Wealth Management’s Upbound Group UPBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-800
Closed -$10K 2000
2016
Q2
$10K Sell
800
-7,619
-90% -$95.2K ﹤0.01% 1336
2016
Q1
$128K Buy
+8,419
New +$128K 0.02% 525