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Genesis Financial Group’s ProShares Ultra Gold UGL Stock Holding History

Genesis Financial Group’s Portfolio UGL Stock Details UGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$608K Sell
9,900
-46,920
-83% -$3.23M 0.38% 55
2025
Q4 		$3.15M Buy
+56,820
New +$2.98M 1.83% 17

Other funds holding UGL

TAA
TB Alternative Assets Grand Cayman, Cayman Islands $623M AUM 154.99% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
PCA
PMV Capital Advisers Dallas, Texas $59.3M AUM 19.1% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Genesis Financial Group's UGL Position: Q1 2026 in Review

Genesis Financial Group reduced its ProShares Ultra Gold (UGL) stake by 83% in Q1 2026, selling an estimated $3.23M and leaving 9,900 shares worth $608K. The position accounts for 0.38% of the portfolio, ranked #55.

Genesis Financial Group first reported a position in UGL in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.15M in Q4 2025. 56 funds tracked by Wall St. Rank hold UGL as of Q1 2026.

  • Genesis Financial Group held 9,900 shares of ProShares Ultra Gold worth $608K as of Q1 2026.
  • Genesis Financial Group sold 46,920 ProShares Ultra Gold shares in Q1 2026, an estimated $3.23M.
  • ProShares Ultra Gold made up 0.38% of Genesis Financial Group's portfolio in Q1 2026, its #55 holding.
  • Genesis Financial Group first reported a position in ProShares Ultra Gold in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's ProShares Ultra Gold position peaked at $3.15M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held ProShares Ultra Gold as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.