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Geneos Wealth Management’s Upbound Group UPBD Stock Holding History

Geneos Wealth Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-800
Closed -$10K – 1999
2016
Q2 		$10K Sell
800
-7,619
-90% -$103K ﹤0.01% 1336
2016
Q1 		$128K Buy
+8,419
New +$112K 0.02% 525

Other funds holding UPBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's UPBD Position: Q3 2016 in Review

Geneos Wealth Management sold out of Upbound Group (UPBD) in Q3 2016, closing a stake of 800 shares — an estimated $10K sold.

Geneos Wealth Management first reported a position in UPBD in Q1 2016 and held it in 2 quarters. The position peaked at $128K in Q1 2016. 184 funds tracked by Wall St. Rank hold UPBD as of Q3 2016.

  • Geneos Wealth Management reported no remaining Upbound Group position as of Q3 2016 after selling out during the quarter.
  • Geneos Wealth Management sold 800 Upbound Group shares in Q3 2016, an estimated $10K.
  • Geneos Wealth Management first reported a position in Upbound Group in Q1 2016 and held it in 2 quarters.
  • Geneos Wealth Management's Upbound Group position peaked at $128K in Q1 2016.
  • 184 funds tracked by Wall St. Rank held Upbound Group as of Q3 2016.

Based on Geneos Wealth Management's 13F filing for Q3 2016, filed 7 Sep 2021.