Geneos Wealth Management’s Upstart Holdings UPST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8K | Sell |
352
-564
| -62% | -$36.5K | ﹤0.01% | 1972 |
|
|
2025
Q1 | $42.2K | Buy |
916
+564
| +160% | +$26K | ﹤0.01% | 2003 |
|
|
2024
Q4 | $21.7K | Sell |
352
-100
| -22% | -$6.16K | ﹤0.01% | 1693 |
|
|
2024
Q3 | $18.1K | Hold |
452
| – | – | ﹤0.01% | 1595 |
|
|
2024
Q2 | $10.7K | Buy |
452
+115
| +34% | +$2.71K | ﹤0.01% | 1529 |
|
|
2024
Q1 | $9.06K | Sell |
337
-68
| -17% | -$1.83K | ﹤0.01% | 1563 |
|
|
2023
Q4 | $16.5K | Sell |
405
-300
| -43% | -$12.3K | ﹤0.01% | 1420 |
|
|
2023
Q3 | $20.1K | Hold |
705
| – | – | ﹤0.01% | 1366 |
|
|
2023
Q2 | $25.2K | Buy |
705
+310
| +78% | +$11.1K | ﹤0.01% | 1296 |
|
|
2023
Q1 | $6.28K | Sell |
395
-150
| -28% | -$2.38K | ﹤0.01% | 1675 |
|
|
2022
Q4 | $7.21K | Sell |
545
-245
| -31% | -$3.24K | ﹤0.01% | 1617 |
|
|
2022
Q3 | $16K | Sell |
790
-1,028
| -57% | -$20.8K | ﹤0.01% | 1404 |
|
|
2022
Q2 | $59K | Buy |
1,818
+673
| +59% | +$21.8K | ﹤0.01% | 1215 |
|
|
2022
Q1 | $124K | Buy |
1,145
+441
| +63% | +$47.8K | 0.01% | 1002 |
|
|
2021
Q4 | $106K | Buy |
704
+488
| +226% | +$73.5K | ﹤0.01% | 1142 |
|
|
2021
Q3 | $64K | Buy |
216
+16
| +8% | +$4.74K | ﹤0.01% | 1373 |
|
|
2021
Q2 | $24K | Buy |
200
+165
| +471% | +$19.8K | ﹤0.01% | 1829 |
|
|
2021
Q1 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2832 |
|