Geneos Wealth Management
UPST icon

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
Q3 		$39.1K Sell
1,702
-140
-8% -$4.01K ﹤0.01% 1800
2026
Q2 		$65.3K Hold
1,842
– – ﹤0.01% 1373
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% +$9.8K ﹤0.01% 1643
2025
Q2 		$22.8K Sell
352
-100
-22% -$4.9K ﹤0.01% 1972
2025
Q1 		$20.8K Buy
452
+100
+28% +$6.22K ﹤0.01% 1931
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% +$2.78K ﹤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 		$7.2K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Geneos Wealth Management's UPST Position: Q3 2026 in Review

Geneos Wealth Management reduced its Upstart Holdings (UPST) stake by 7.6% in Q3 2026, selling an estimated $4.01K and leaving 1,702 shares worth $39.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Geneos Wealth Management first reported a position in UPST in Q1 2021 and has held it in 23 quarters since. The position peaked at $124K in Q1 2022. 217 funds tracked by Wall St. Rank hold UPST as of Q3 2026.

  • Geneos Wealth Management held 1,702 shares of Upstart Holdings worth $39.1K as of Q3 2026.
  • Geneos Wealth Management sold 140 Upstart Holdings shares in Q3 2026, an estimated $4.01K.
  • Upstart Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1800 holding.
  • Geneos Wealth Management first reported a position in Upstart Holdings in Q1 2021 and has held it in 23 quarters since.
  • Geneos Wealth Management's Upstart Holdings position peaked at $124K in Q1 2022.
  • 217 funds tracked by Wall St. Rank held Upstart Holdings as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.