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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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 Sell
98
-98
-50% -$2.49K ﹤0.01% 2746
2025
Q1
$4.65K Buy
196
+98
+100% +$2.02K ﹤0.01% 2766
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