Geneos Wealth Management’s Universal Insurance Holdings UVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05K	Hold	98	–	–	﹤0.01%	2229
2026 Q1	$3.35K	Hold	98	–	–	﹤0.01%	2233
2025 Q4	$3.31K	Hold	98	–	–	﹤0.01%	2237
2025 Q3	$2.58K	Hold	98	–	–	﹤0.01%	2285
2025 Q2	$2.72K	Hold	98	–	–	﹤0.01%	2746
2025 Q1	$2.32K	Hold	98	–	–	﹤0.01%	2720
2024 Q4	$2.06K	Hold	98	–	–	﹤0.01%	2590
2024 Q3	$2.17K	Hold	98	–	–	﹤0.01%	2281
2024 Q2	$1.84K	Hold	98	–	–	﹤0.01%	1904
2024 Q1	$1.99K	Hold	98	–	–	﹤0.01%	1900
2023 Q4	$1.57K	Hold	98	–	–	﹤0.01%	1959
2023 Q3	$1.37K	Hold	98	–	–	﹤0.01%	1987
2023 Q2	$1.51K	Hold	98	–	–	﹤0.01%	1971
2023 Q1	$1.79K	Hold	98	–	–	﹤0.01%	1922
2022 Q4	$1.04K	Hold	98	–	–	﹤0.01%	1959
2022 Q3	$0	Hold	98	–	–	﹤0.01%	2581
2022 Q2	$1K	Hold	98	–	–	﹤0.01%	2546
2022 Q1	$1K	Hold	98	–	–	﹤0.01%	2702
2021 Q4	$1K	Hold	98	–	–	﹤0.01%	2723
2021 Q3	$1K	Hold	98	–	–	﹤0.01%	2791
2021 Q2	$1K	Hold	98	–	–	﹤0.01%	2807
2021 Q1	$1K	Hold	98	–	–	﹤0.01%	3069
2020 Q4	$1K	Hold	98	–	–	﹤0.01%	2839
2020 Q3	$1K	Hold	98	–	–	﹤0.01%	2579
2020 Q2	$1K	Hold	98	–	–	﹤0.01%	2519
2020 Q1	$1K	Hold	98	–	–	﹤0.01%	2431
2019 Q4	$2K	Buy	+98	New	+$2.83K	﹤0.01%	2406
2019 Q1	–	Sell	-31	Closed	-$1K	–	2465
2018 Q4	$1K	Hold	31	–	–	﹤0.01%	2339
2018 Q3	$1K	Buy	+31	New	+$1.33K	﹤0.01%	2377

Other funds holding UVE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

Geneos Wealth Management held its Universal Insurance Holdings (UVE) position steady in Q2 2026 at 98 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Geneos Wealth Management first reported a position in UVE in Q3 2018 and has held it in 29 quarters since. 222 funds tracked by Wall St. Rank hold UVE as of Q2 2026.

Geneos Wealth Management held 98 shares of Universal Insurance Holdings worth $4.05K as of Q2 2026.
Geneos Wealth Management left its Universal Insurance Holdings share count unchanged in Q2 2026.
Universal Insurance Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2229 holding.
Geneos Wealth Management first reported a position in Universal Insurance Holdings in Q3 2018 and has held it in 29 quarters since.
222 funds tracked by Wall St. Rank held Universal Insurance Holdings as of Q2 2026.

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