GWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.93K Sell
552
-46
-8% -$577 ﹤0.01% 2461
2025
Q1 		$26.7K Buy
598
+258
+76% +$11.5K ﹤0.01% 2202
2024
Q4 		$5.32K Sell
340
-81
-19% -$1.27K ﹤0.01% 2305
2024
Q3 		$7.45K Buy
+421
New +$7.45K ﹤0.01% 1936