Genesee Capital Advisors
UWM icon

Genesee Capital Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History

Genesee Capital Advisors’s Portfolio UWM Stock Details UWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.85M Buy
32,663
+12,629
+63% +$806K 0.58% 36
2026
Q2 		$1.35M Buy
+20,034
New +$1.19M 0.42% 49

Other funds holding UWM

Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Tempus Wealth Planning
Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return
Capital Investment Counsel Inc
Capital Investment Counsel Inc Raleigh, North Carolina $935M AUM 42.84% 1-Year Est. Return
Global View Capital Management
Global View Capital Management Waukesha, Wisconsin $449M AUM 34.17% 1-Year Est. Return
Fedenia Advisers
Fedenia Advisers Madison, Wisconsin $425M AUM 89.76% 1-Year Est. Return
Dedeker Financial
Dedeker Financial St. Louis Park, Minnesota $176M AUM 129.41% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return

Genesee Capital Advisors's UWM Position: Q3 2026 in Review

Genesee Capital Advisors increased its ProShares Ultra Russell2000 (UWM) stake by 63% in Q3 2026, buying an estimated $806K and bringing the position to 32,663 shares worth $1.85M. The position accounts for 0.58% of the portfolio, ranked #36.

Genesee Capital Advisors first reported a position in UWM in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold UWM as of Q3 2026.

  • Genesee Capital Advisors held 32,663 shares of ProShares Ultra Russell2000 worth $1.85M as of Q3 2026.
  • Genesee Capital Advisors bought 12,629 ProShares Ultra Russell2000 shares in Q3 2026, an estimated $806K.
  • ProShares Ultra Russell2000 made up 0.58% of Genesee Capital Advisors's portfolio in Q3 2026, its #36 holding.
  • Genesee Capital Advisors first reported a position in ProShares Ultra Russell2000 in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held ProShares Ultra Russell2000 as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.