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 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 -1,092	-72%	-$4.8K	﹤0.01%	2842
2025 Q1	$8.31K	Buy	1,522 +763	+101%	+$4.63K	﹤0.01%	2626
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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FGP

Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

KSCM

King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geneos Wealth Management's UWMC Position: Q1 2026 in Review

Geneos Wealth Management opened a new position in UWM Holdings (UWMC) in Q1 2026: 6,000 shares worth $21.7K. The stake represents ﹤0.01% of the portfolio and ranks #1735 among its holdings. This is a return to the name: Geneos Wealth Management previously reported a position in UWMC as recently as Q2 2025.

Geneos Wealth Management first reported a position in UWMC in Q4 2020 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

Geneos Wealth Management held 6,000 shares of UWM Holdings worth $21.7K as of Q1 2026.
UWM Holdings was a new Geneos Wealth Management position in Q1 2026.
UWM Holdings made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1735 holding.
Geneos Wealth Management first reported a position in UWM Holdings in Q4 2020 and has held it in 9 quarters since.
283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.