Geneos Wealth Management’s UWM Holdings UWMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.1K	Buy	9,200 +3,200	+53%	+$9.94K	﹤0.01%	1776
2026 Q1	$21.7K	Buy	+6,000	New	+$27.6K	﹤0.01%	1735
2025 Q3	–	Sell	-430	Closed	-$1.78K	–	3168
2025 Q2	$1.78K	Sell	430 -113	-21%	-$497	﹤0.01%	2842
2025 Q1	$2.96K	Sell	543 -216	-28%	-$1.31K	﹤0.01%	2663
2024 Q4	$4.46K	Buy	+759	New	+$4.94K	﹤0.01%	2378
2022 Q3	–	Sell	-1,000	Closed	-$3K	–	2583
2022 Q2	$3K	Buy	+1,000	New	+$3.83K	﹤0.01%	2337
2021 Q4	–	Sell	-1,800	Closed	-$12K	–	2883
2021 Q3	$12K	Buy	1,800 +1,500	+500%	+$11.2K	﹤0.01%	2161
2021 Q2	$2K	Hold	300	–	–	﹤0.01%	2692
2021 Q1	$2K	Hold	300	–	–	﹤0.01%	2941
2020 Q4	$2K	Buy	+300	New	+$3.14K	﹤0.01%	2729

Other funds holding UWMC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Geneos Wealth Management increased its UWM Holdings (UWMC) stake by 53% in Q2 2026, buying an estimated $9.94K and bringing the position to 9,200 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Geneos Wealth Management first reported a position in UWMC in Q4 2020 and has held it in 10 quarters since. The position peaked at $21.7K in Q1 2026. 293 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

Geneos Wealth Management held 9,200 shares of UWM Holdings worth $21.1K as of Q2 2026.
Geneos Wealth Management bought 3,200 UWM Holdings shares in Q2 2026, an estimated $9.94K.
UWM Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1776 holding.
Geneos Wealth Management first reported a position in UWM Holdings in Q4 2020 and has held it in 10 quarters since.
Geneos Wealth Management's UWM Holdings position peaked at $21.7K in Q1 2026.
293 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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