Geneos Wealth Management Inc. Univest Financial Corp Transaction History
Geneos Wealth Management Inc.
- $2.88 Billion
- Q1 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 2,665 shares of UVSP stock, worth $77,684. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,665
Previous 0
Infinity%
Holding current value
$77,684
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
18 transactions
Others Institutions Holding UVSP
# of Institutions
188Shares Held
20.4MCall Options Held
400Put Options Held
0-
Black Rock Inc. New York, NY3.36MShares$97.9 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX1.95MShares$56.9 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.7MShares$49.4 Million0.0% of portfolio
-
Manufacturers Life Insurance Company, The Toronto, A61.28MShares$37.4 Million0.04% of portfolio
-
Richard Pzena Pzena Investment Management LLC1.14MShares$33.3 Million0.12% of portfolio
About UNIVEST FINANCIAL Corp
- Ticker UVSP
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 29,242,500
- Market Cap $852M
- 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 ...