A detailed history of Geneos Wealth Management Inc. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 452 shares of UPST stock, worth $31,820. This represents 0.0% of its overall portfolio holdings.

Number of Shares
452
Previous 452 -0.0%
Holding current value
$31,820
Previous $10,000 80.0%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$21.64 - $28.59 $2,488 - $3,287
115 Added 34.12%
452 $10,000
Q1 2024

May 03, 2024

SELL
$23.25 - $38.8 $1,581 - $2,638
-68 Reduced 16.79%
337 $9,000
Q4 2023

Jan 26, 2024

SELL
$20.87 - $47.31 $6,261 - $14,193
-300 Reduced 42.55%
405 $16,000
Q2 2023

Aug 08, 2023

BUY
$12.1 - $37.7 $3,751 - $11,687
310 Added 78.48%
705 $25,000
Q1 2023

Apr 25, 2023

SELL
$12.89 - $23.85 $1,933 - $3,577
-150 Reduced 27.52%
395 $6,000
Q4 2022

Jan 30, 2023

SELL
$12.25 - $24.9 $3,001 - $6,100
-245 Reduced 31.01%
545 $7,000
Q3 2022

Nov 14, 2022

SELL
$20.79 - $36.28 $21,372 - $37,295
-1,028 Reduced 56.55%
790 $16,000
Q2 2022

Jul 22, 2022

BUY
$28.0 - $113.85 $18,844 - $76,621
673 Added 58.78%
1,818 $57,000
Q1 2022

May 16, 2022

BUY
$89.34 - $157.99 $39,398 - $69,673
441 Added 62.64%
1,145 $124,000
Q4 2021

Feb 09, 2022

BUY
$131.5 - $390.0 $64,172 - $190,320
488 Added 225.93%
704 $106,000
Q3 2021

Nov 09, 2021

BUY
$113.09 - $336.34 $1,809 - $5,381
16 Added 8.0%
216 $64,000
Q2 2021

Jul 08, 2021

BUY
$84.05 - $170.0 $13,868 - $28,050
165 Added 471.43%
200 $24,000
Q1 2021

Jun 17, 2021

BUY
$43.99 - $164.87 $1,539 - $5,770
35 New
35 $3,000

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $5.73B
  • Description
  • Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.
More about UPST
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