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
2025 Q3	–	Sell
2025 Q2	$1.78K	Sell
2025 Q1	$8.31K	Buy
2024 Q4	$4.46K	Buy
2022 Q3	–	Sell
2022 Q2	$3K	Buy
2021 Q4	–	Sell
2021 Q3	$12K	Buy
2021 Q2	$2K	Hold
2021 Q1	$2K	Hold
2020 Q4	$2K	Buy