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Geneos Wealth Management’s Upstart Holdings UPST Stock Holding History

Geneos Wealth Management’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.2K Buy
1,842
+1,350
+274% +$47.5K ﹤0.01% 1449
2025
Q4 		$21.5K Hold
492
– – ﹤0.01% 1694
2025
Q3 		$25K Buy
492
+140
+40% +$9.85K ﹤0.01% 1643
2025
Q2 		$22.8K Sell
352
-564
-62% -$27.7K ﹤0.01% 1972
2025
Q1 		$42.2K Buy
916
+564
+160% +$35.1K ﹤0.01% 2003
2024
Q4 		$21.7K Sell
352
-100
-22% -$6.23K ﹤0.01% 1693
2024
Q3 		$18.1K Hold
452
– – ﹤0.01% 1595
2024
Q2 		$10.7K Buy
452
+115
+34% +$2.77K ﹤0.01% 1529
2024
Q1 		$9.06K Sell
337
-68
-17% -$2.01K ﹤0.01% 1563
2023
Q4 		$16.5K Sell
405
-300
-43% -$9.13K ﹤0.01% 1420
2023
Q3 		$20.1K Hold
705
– – ﹤0.01% 1366
2023
Q2 		$25.2K Buy
705
+310
+78% +$7.13K ﹤0.01% 1296
2023
Q1 		$6.28K Sell
395
-150
-28% -$2.52K ﹤0.01% 1675
2022
Q4 		$7.21K Sell
545
-245
-31% -$4.73K ﹤0.01% 1617
2022
Q3 		$16K Sell
790
-1,028
-57% -$27.6K ﹤0.01% 1404
2022
Q2 		$59K Buy
1,818
+673
+59% +$40.1K ﹤0.01% 1215
2022
Q1 		$124K Buy
1,145
+441
+63% +$50.8K 0.01% 1002
2021
Q4 		$106K Buy
704
+488
+226% +$122K ﹤0.01% 1142
2021
Q3 		$64K Buy
216
+16
+8% +$3.16K ﹤0.01% 1373
2021
Q2 		$24K Buy
200
+165
+471% +$20.3K ﹤0.01% 1829
2021
Q1 		$3K Buy
+35
New +$2.68K ﹤0.01% 2832

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

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

Geneos Wealth Management increased its Upstart Holdings (UPST) stake by 274% in Q1 2026, buying an estimated $47.5K and bringing the position to 1,842 shares worth $47.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Geneos Wealth Management first reported a position in UPST in Q1 2021 and has held it in 21 quarters since. The position peaked at $124K in Q1 2022. 338 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • Geneos Wealth Management held 1,842 shares of Upstart Holdings worth $47.2K as of Q1 2026.
  • Geneos Wealth Management bought 1,350 Upstart Holdings shares in Q1 2026, an estimated $47.5K.
  • Upstart Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1449 holding.
  • Geneos Wealth Management first reported a position in Upstart Holdings in Q1 2021 and has held it in 21 quarters since.
  • Geneos Wealth Management's Upstart Holdings position peaked at $124K in Q1 2022.
  • 338 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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