Genesis Wealth Advisors’s Union Pacific UNP Stock Holding History

Genesis Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$219K	Hold	903	–	–	0.15%	60
2025 Q4	$209K	Hold	903	–	–	0.14%	58
2025 Q3	$213K	Hold	903	–	–	0.15%	61
2025 Q2	$208K	Hold	903	–	–	0.16%	60
2025 Q1	$213K	Hold	903	–	–	0.17%	56
2024 Q4	$206K	Buy	+903	New	+$214K	0.18%	59
2015 Q2	$105K	Buy	1,096 +43	+4%	+$4.48K	0.08%	113
2015 Q1	$113K	Hold	1,053	–	–	0.09%	106
2014 Q4	$129K	Buy	+1,053	New	+$121K	0.1%	103

Other funds holding UNP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Genesis Wealth Advisors's UNP Position: Q1 2026 in Review

Genesis Wealth Advisors held its Union Pacific (UNP) position steady in Q1 2026 at 903 shares worth $219K. The position accounts for 0.15% of the portfolio, ranked #60.

Genesis Wealth Advisors first reported a position in UNP in Q4 2014 and has held it in 9 quarters since. 2,762 funds tracked by Wall St. Rank hold UNP as of Q1 2026.

Genesis Wealth Advisors held 903 shares of Union Pacific worth $219K as of Q1 2026.
Genesis Wealth Advisors left its Union Pacific share count unchanged in Q1 2026.
Union Pacific made up 0.15% of Genesis Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Genesis Wealth Advisors first reported a position in Union Pacific in Q4 2014 and has held it in 9 quarters since.
2,762 funds tracked by Wall St. Rank held Union Pacific as of Q1 2026.

Based on Genesis Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.