Geneos Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$102K	Buy	3,576 +1,036	+41%	+$28.7K	﹤0.01%	1204
2026 Q1	$70.6K	Buy	+2,540	New	+$69.2K	﹤0.01%	1299
2023 Q3	–	Sell	-4,740	Closed	-$135K	–	2143
2023 Q2	$135K	Sell	4,740 -80,009	-94%	-$2.25M	0.01%	789
2023 Q1	$2.36M	Buy	84,749 +79,293	+1,453%	+$2.22M	0.14%	172
2022 Q4	$152K	Buy	+5,456	New	+$159K	0.01%	715
2022 Q3	–	Sell	-285	Closed	-$7K	–	2580
2022 Q2	$7K	Hold	285	–	–	﹤0.01%	2104
2022 Q1	$7K	Hold	285	–	–	﹤0.01%	2253
2021 Q4	$7K	Hold	285	–	–	﹤0.01%	2318
2021 Q3	$7K	Hold	285	–	–	﹤0.01%	2365
2021 Q2	$7K	Hold	285	–	–	﹤0.01%	2351
2021 Q1	$7K	Hold	285	–	–	﹤0.01%	2557
2020 Q4	$7K	Sell	285 -7,533	-96%	-$187K	﹤0.01%	2385
2020 Q3	$199K	Sell	7,818 -3,922	-33%	-$99.6K	0.01%	688
2020 Q2	$309K	Buy	11,740 +2,649	+29%	+$70.8K	0.02%	539
2020 Q1	$243K	Buy	+9,091	New	+$242K	0.02%	556
2019 Q4	–	Sell	-300	Closed	-$8K	–	2587
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	1981
2019 Q2	$7K	Buy	+300	New	+$7.85K	﹤0.01%	2041
2018 Q3	–	Sell	-500	Closed	-$12K	–	2454
2018 Q2	$12K	Buy	+500	New	+$12.2K	﹤0.01%	1654

Other funds holding UUP

PFM

Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Geneos Wealth Management's UUP Position: Q2 2026 in Review

Geneos Wealth Management increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 41% in Q2 2026, buying an estimated $28.7K and bringing the position to 3,576 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Geneos Wealth Management first reported a position in UUP in Q2 2018 and has held it in 18 quarters since. The position peaked at $2.36M in Q1 2023. 76 funds tracked by Wall St. Rank hold UUP as of Q2 2026.

Geneos Wealth Management held 3,576 shares of Invesco DB US Dollar Index Bullish Fund worth $102K as of Q2 2026.
Geneos Wealth Management bought 1,036 Invesco DB US Dollar Index Bullish Fund shares in Q2 2026, an estimated $28.7K.
Invesco DB US Dollar Index Bullish Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1204 holding.
Geneos Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2018 and has held it in 18 quarters since.
Geneos Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $2.36M in Q1 2023.
76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.