Geneos Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25K | Buy |
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|
2025
Q2 | $22.8K | Sell |
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|
2025
Q1 | $42.2K | Buy |
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|
2024
Q4 | $21.7K | Sell |
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|
2024
Q3 | $18.1K | Hold |
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|
2024
Q2 | $10.7K | Buy |
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|
2024
Q1 | $9.06K | Sell |
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|
2023
Q4 | $16.5K | Sell |
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|
2023
Q3 | $20.1K | Hold |
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|
2023
Q2 | $25.2K | Buy |
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|
2023
Q1 | $6.28K | Sell |
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|
2022
Q4 | $7.21K | Sell |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $64K | Buy |
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|
2021
Q2 | $24K | Buy |
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|
2021
Q1 | $3K | Buy |
|