Geneos Wealth Management’s U.S. Xpress Enterprises, Inc. Class A Common Stock USX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-200
Closed -$1.23K 2165
2023
Q2
$1.23K Hold
200
﹤0.01% 2002
2023
Q1
$1.19K Buy
+200
New +$468 ﹤0.01% 1975

Geneos Wealth Management's USX Position: Q3 2023 in Review

Geneos Wealth Management sold out of U.S. Xpress Enterprises, Inc. Class A Common Stock (USX) in Q3 2023, closing a stake of 200 shares — an estimated $1.23K sold.

Geneos Wealth Management first reported a position in USX in Q1 2023 and held it in 2 quarters. The position peaked at $1.23K in Q2 2023. 0 funds tracked by Wall St. Rank hold USX as of Q3 2023.

  • Geneos Wealth Management reported no remaining U.S. Xpress Enterprises, Inc. Class A Common Stock position as of Q3 2023 after selling out during the quarter.
  • Geneos Wealth Management sold 200 U.S. Xpress Enterprises, Inc. Class A Common Stock shares in Q3 2023, an estimated $1.23K.
  • Geneos Wealth Management first reported a position in U.S. Xpress Enterprises, Inc. Class A Common Stock in Q1 2023 and held it in 2 quarters.
  • Geneos Wealth Management's U.S. Xpress Enterprises, Inc. Class A Common Stock position peaked at $1.23K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held U.S. Xpress Enterprises, Inc. Class A Common Stock as of Q3 2023.

Based on Geneos Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.