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Genesis Financial Group’s Uber UBER Stock Holding History

Genesis Financial Group’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.76M Sell
38,230
-28,301
-43% -$2.08M 1.8% 17
2026
Q1 		$4.79M Buy
66,531
+5,641
+9% +$434K 3.02% 11
2025
Q4 		$4.91M Buy
+60,890
New +$5.48M 2.85% 8

Other funds holding UBER

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Genesis Financial Group's UBER Position: Q2 2026 in Review

Genesis Financial Group reduced its Uber (UBER) stake by 43% in Q2 2026, selling an estimated $2.08M and leaving 38,230 shares worth $2.76M. The position accounts for 1.8% of the portfolio, ranked #17.

Genesis Financial Group first reported a position in UBER in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.91M in Q4 2025. 2,433 funds tracked by Wall St. Rank hold UBER as of Q2 2026.

  • Genesis Financial Group held 38,230 shares of Uber worth $2.76M as of Q2 2026.
  • Genesis Financial Group sold 28,301 Uber shares in Q2 2026, an estimated $2.08M.
  • Uber made up 1.8% of Genesis Financial Group's portfolio in Q2 2026, its #17 holding.
  • Genesis Financial Group first reported a position in Uber in Q4 2025 and has held it in 3 quarters since.
  • Genesis Financial Group's Uber position peaked at $4.91M in Q4 2025.
  • 2,433 funds tracked by Wall St. Rank held Uber as of Q2 2026.

Based on Genesis Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.