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Geneos Wealth Management’s Univest Financial UVSP Stock Holding History

Geneos Wealth Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,843
Closed -$85.4K – 3167
2025
Q2 		$85.4K Buy
2,843
+178
+7% +$5.18K ﹤0.01% 1313
2025
Q1 		$154K Buy
2,665
+2,252
+545% +$66.6K ﹤0.01% 1343
2024
Q4 		$12.2K Buy
413
+3
+0.7% +$89 ﹤0.01% 1969
2024
Q3 		$11.5K Buy
+410
New +$10.9K ﹤0.01% 1781
2022
Q3 		– Sell
-720
Closed -$18K – 2582
2022
Q2 		$18K Buy
720
+6
+0.8% +$154 ﹤0.01% 1740
2022
Q1 		$19K Buy
714
+5
+0.7% +$147 ﹤0.01% 1836
2021
Q4 		$21K Buy
709
+5
+0.7% +$145 ﹤0.01% 1874
2021
Q3 		$19K Buy
704
+5
+0.7% +$134 ﹤0.01% 1954
2021
Q2 		$18K Buy
699
+5
+0.7% +$140 ﹤0.01% 1975
2021
Q1 		$19K Hold
694
– – ﹤0.01% 2113
2020
Q4 		$20K Buy
694
+14
+2% +$251 ﹤0.01% 1924
2020
Q3 		$9K Buy
680
+9
+1% +$140 ﹤0.01% 2005
2020
Q2 		$10K Buy
671
+9
+1% +$144 ﹤0.01% 1928
2020
Q1 		$10K Buy
662
+4
+0.6% +$92 ﹤0.01% 1834
2019
Q4 		$17K Buy
658
+5
+0.8% +$129 ﹤0.01% 1767
2019
Q3 		$16K Buy
653
+5
+0.8% +$129 ﹤0.01% 1718
2019
Q2 		$17K Buy
+648
New +$16.3K ﹤0.01% 1721
2018
Q2 		– Sell
-500
Closed -$13K – 2326
2018
Q1 		$13K Hold
500
– – ﹤0.01% 1557
2017
Q4 		$14K Hold
500
– – ﹤0.01% 1520
2017
Q3 		$16K Hold
500
– – ﹤0.01% 1420
2017
Q2 		$14K Hold
500
– – ﹤0.01% 1416
2017
Q1 		$12K Hold
500
– – ﹤0.01% 1434
2016
Q4 		$15K Hold
500
– – ﹤0.01% 1310
2016
Q3 		$11K Hold
500
– – ﹤0.01% 1346
2016
Q2 		$10K Hold
500
– – ﹤0.01% 1338
2016
Q1 		$9K Buy
+500
New +$9.69K ﹤0.01% 1358

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geneos Wealth Management's UVSP Position: Q3 2025 in Review

Geneos Wealth Management sold out of Univest Financial (UVSP) in Q3 2025, closing a stake of 2,843 shares — an estimated $85.4K sold.

Geneos Wealth Management first reported a position in UVSP in Q1 2016 and held it in 26 quarters. The position peaked at $154K in Q1 2025. 185 funds tracked by Wall St. Rank hold UVSP as of Q3 2025.

  • Geneos Wealth Management reported no remaining Univest Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 2,843 Univest Financial shares in Q3 2025, an estimated $85.4K.
  • Geneos Wealth Management first reported a position in Univest Financial in Q1 2016 and held it in 26 quarters.
  • Geneos Wealth Management's Univest Financial position peaked at $154K in Q1 2025.
  • 185 funds tracked by Wall St. Rank held Univest Financial as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.