Genesis Wealth Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$208K Hold
903
0.16% 60
2025
Q1
$213K Hold
903
0.17% 56
2024
Q4
$206K Buy
+903
New +$206K 0.18% 59
2015
Q2
$105K Buy
1,096
+43
+4% +$4.1K 0.08% 113
2015
Q1
$113K Hold
1,053
0.09% 106
2014
Q4
$129K Buy
+1,053
New +$129K 0.1% 103