Geneos Wealth Management’s Utz Brands UTZ Stock Holding History

Geneos Wealth Management’s Portfolio UTZ Stock Details UTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$5.19K	–	2564
2025 Q4	$5.19K	Buy	+500	New	+$5.39K	﹤0.01%	2129
2025 Q3	–	Sell	-552	Closed	-$6.93K	–	3166
2025 Q2	$6.93K	Sell	552 -46	-8%	-$602	﹤0.01%	2461
2025 Q1	$26.7K	Buy	598 +258	+76%	+$3.55K	﹤0.01%	2202
2024 Q4	$5.32K	Sell	340 -81	-19%	-$1.37K	﹤0.01%	2305
2024 Q3	$7.45K	Buy	+421	New	+$6.99K	﹤0.01%	1936

Other funds holding UTZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Geneos Wealth Management sold out of Utz Brands (UTZ) in Q1 2026, closing a stake of 500 shares — an estimated $5.19K sold.

Geneos Wealth Management first reported a position in UTZ in Q3 2024 and held it in 5 quarters. The position peaked at $26.7K in Q1 2025. 226 funds tracked by Wall St. Rank hold UTZ as of Q1 2026.

Geneos Wealth Management reported no remaining Utz Brands position as of Q1 2026 after selling out during the quarter.
Geneos Wealth Management sold 500 Utz Brands shares in Q1 2026, an estimated $5.19K.
Geneos Wealth Management first reported a position in Utz Brands in Q3 2024 and held it in 5 quarters.
Geneos Wealth Management's Utz Brands position peaked at $26.7K in Q1 2025.
226 funds tracked by Wall St. Rank held Utz Brands as of Q1 2026.

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