Geneos Wealth Management Inc. Univest Financial Corp Transaction History
Geneos Wealth Management Inc.
- $3.92 Billion
- Q2 2025
A detailed history of Geneos Wealth Management Inc. transactions in Univest Financial Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 2,843 shares of UVSP stock, worth $82,646. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,843
Previous 2,665
6.68%
Holding current value
$82,646
Previous $75,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
19 transactions
Others Institutions Holding UVSP
# of Institutions
192Shares Held
20.4MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$97.7 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.91MShares$55.5 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.73MShares$50.2 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.48MShares$42.9 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC888KShares$25.8 Million0.09% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $850M
- Description
- Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...