Genus Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Sell |
6,620
-310
| -4% | -$10.5K | 0.03% | 171 |
|
|
2025
Q1 | $212K | Buy |
+6,930
| New | +$212K | 0.03% | 175 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 204 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 205 |
|
|
2024
Q2 | – | Sell |
-8,704
| Closed | -$267K | – | 207 |
|
|
2024
Q1 | $267K | Buy |
+8,704
| New | +$267K | 0.03% | 178 |
|
|
2023
Q4 | – | Sell |
-23,647
| Closed | -$583K | – | 204 |
|
|
2023
Q3 | $583K | Sell |
23,647
-21,270
| -47% | -$524K | 0.09% | 143 |
|
|
2023
Q2 | $910K | Buy |
+44,917
| New | +$910K | 0.13% | 139 |
|