A detailed history of Geneos Wealth Management Inc. transactions in Ubs Group Ag stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 924 shares of UBS stock, worth $29,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
924
Holding current value
$29,993
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$27.97 - $31.42 $25,844 - $29,032
924 New
924 $28,000
Q3 2022

Nov 14, 2022

BUY
$14.51 - $17.21 $2,336 - $2,770
161 New
161 $2,000
Q2 2022

Jul 22, 2022

SELL
$15.58 - $19.96 $4,393 - $5,628
-282 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$15.12 - $21.3 $4,263 - $6,006
282 New
282 $5,000
Q4 2021

Feb 09, 2022

SELL
$15.93 - $18.59 $4,779 - $5,577
-300 Closed
0 $0
Q1 2020

Sep 07, 2021

SELL
$7.65 - $13.4 $4,911 - $8,602
-642 Reduced 68.15%
300 $2,000
Q4 2019

Sep 07, 2021

BUY
$10.58 - $12.58 $6,792 - $8,076
642 Added 214.0%
942 $11,000
Q3 2018

Sep 07, 2021

SELL
$14.98 - $16.65 $5,617 - $6,243
-375 Reduced 55.56%
300 $4,000
Q1 2018

Sep 07, 2021

BUY
$17.24 - $20.89 $11,636 - $14,100
675 New
675 $11,000

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $103B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
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