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Geneos Wealth Management’s Upland Software UPLD Stock Holding History

Geneos Wealth Management’s Portfolio UPLD Stock Details UPLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-50
Closed -$12K – 2627
2020
Q1 		$12K Sell
50
-50
-50% -$18.1K ﹤0.01% 1746
2019
Q4 		$36K Hold
100
– – ﹤0.01% 1429
2019
Q3 		$33K Hold
100
– – ﹤0.01% 1380
2019
Q2 		$45K Buy
+100
New +$45.8K ﹤0.01% 1245

Other funds holding UPLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $451M AUM 6.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GEH
General Equity Holdings Brooklyn, New York $135M AUM 32.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geneos Wealth Management's UPLD Position: Q2 2020 in Review

Geneos Wealth Management sold out of Upland Software (UPLD) in Q2 2020, closing a stake of 50 shares — an estimated $12K sold.

Geneos Wealth Management first reported a position in UPLD in Q2 2019 and held it in 4 quarters. The position peaked at $45K in Q2 2019. 153 funds tracked by Wall St. Rank hold UPLD as of Q2 2020.

  • Geneos Wealth Management reported no remaining Upland Software position as of Q2 2020 after selling out during the quarter.
  • Geneos Wealth Management sold 50 Upland Software shares in Q2 2020, an estimated $12K.
  • Geneos Wealth Management first reported a position in Upland Software in Q2 2019 and held it in 4 quarters.
  • Geneos Wealth Management's Upland Software position peaked at $45K in Q2 2019.
  • 153 funds tracked by Wall St. Rank held Upland Software as of Q2 2020.

Based on Geneos Wealth Management's 13F filing for Q2 2020, filed 7 Sep 2021.