GWM
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Geneos Wealth Management’s United Parcel Service UPS Stock Holding History

Geneos Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.54M Sell
15,636
-2,909
-16% -$312K 0.04% 404
2025
Q4 		$1.84M Buy
18,545
+298
+2% +$27.9K 0.05% 368
2025
Q3 		$1.52M Buy
18,247
+1,051
+6% +$95.2K 0.04% 402
2025
Q2 		$1.74M Sell
17,196
-1,736
-9% -$171K 0.04% 398
2025
Q1 		$2.23M Buy
18,932
+10,175
+116% +$1.22M 0.03% 464
2024
Q4 		$1.1M Sell
8,757
-304
-3% -$40K 0.04% 396
2024
Q3 		$1.24M Buy
9,061
+4,558
+101% +$598K 0.05% 362
2024
Q2 		$616K Sell
4,503
-46
-1% -$6.59K 0.03% 450
2024
Q1 		$676K Buy
4,549
+101
+2% +$15.4K 0.03% 426
2023
Q4 		$699K Sell
4,448
-2,297
-34% -$347K 0.03% 397
2023
Q3 		$1.05M Buy
6,745
+863
+15% +$149K 0.05% 313
2023
Q2 		$1.05M Buy
5,882
+1,693
+40% +$301K 0.06% 305
2023
Q1 		$813K Sell
4,189
-1,084
-21% -$199K 0.05% 338
2022
Q4 		$917K Buy
5,273
+179
+4% +$31K 0.06% 290
2022
Q3 		$822K Sell
5,094
-7,643
-60% -$1.45M 0.06% 291
2022
Q2 		$2.36M Buy
12,737
+179
+1% +$32.6K 0.12% 189
2022
Q1 		$2.69M Buy
12,558
+1,047
+9% +$222K 0.12% 191
2021
Q4 		$2.47M Buy
11,511
+238
+2% +$48.4K 0.09% 215
2021
Q3 		$2.05M Sell
11,273
-207
-2% -$40.9K 0.08% 244
2021
Q2 		$2.43M Sell
11,480
-3,033
-21% -$607K 0.09% 209
2021
Q1 		$2.96M Sell
14,513
-242
-2% -$39.1K 0.08% 236
2020
Q4 		$2.01M Buy
14,755
+4,492
+44% +$758K 0.08% 235
2020
Q3 		$1.7M Sell
10,263
-2,731
-21% -$398K 0.09% 216
2020
Q2 		$1.39M Buy
12,994
+276
+2% +$27.6K 0.08% 237
2020
Q1 		$1.24M Buy
12,718
+379
+3% +$39.3K 0.08% 224
2019
Q4 		$1.47M Buy
12,339
+819
+7% +$97K 0.08% 244
2019
Q3 		$1.37M Sell
11,520
-540
-4% -$61.7K 0.08% 231
2019
Q2 		$1.25M Sell
12,060
-237
-2% -$24.6K 0.08% 238
2019
Q1 		$1.37M Buy
12,297
+41
+0.3% +$4.35K 0.09% 221
2018
Q4 		$1.18M Sell
12,256
-2,011
-14% -$218K 0.09% 224
2018
Q3 		$1.67M Buy
14,267
+1,285
+10% +$151K 0.11% 199
2018
Q2 		$1.38M Buy
12,982
+486
+4% +$54.6K 0.11% 188
2018
Q1 		$1.31M Buy
12,496
+878
+8% +$101K 0.11% 176
2017
Q4 		$1.38M Buy
11,618
+685
+6% +$80.5K 0.12% 170
2017
Q3 		$1.31M Buy
10,933
+201
+2% +$22.9K 0.13% 164
2017
Q2 		$1.19M Sell
10,732
-135
-1% -$14.4K 0.12% 162
2017
Q1 		$1.17M Sell
10,867
-1,601
-13% -$175K 0.12% 155
2016
Q4 		$1.43M Sell
12,468
-771
-6% -$86.9K 0.19% 121
2016
Q3 		$1.45M Sell
13,239
-1,267
-9% -$138K 0.19% 123
2016
Q2 		$1.57M Sell
14,506
-676
-4% -$70.4K 0.23% 103
2016
Q1 		$1.59M Buy
+15,182
New +$1.48M 0.24% 102

Other funds holding UPS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management reduced its United Parcel Service (UPS) stake by 16% in Q1 2026, selling an estimated $312K and leaving 15,636 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #404.

Geneos Wealth Management first reported a position in UPS in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.96M in Q1 2021. 2,097 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

  • Geneos Wealth Management held 15,636 shares of United Parcel Service worth $1.54M as of Q1 2026.
  • Geneos Wealth Management sold 2,909 United Parcel Service shares in Q1 2026, an estimated $312K.
  • United Parcel Service made up 0.04% of Geneos Wealth Management's portfolio in Q1 2026, its #404 holding.
  • Geneos Wealth Management first reported a position in United Parcel Service in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's United Parcel Service position peaked at $2.96M in Q1 2021.
  • 2,097 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

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