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 410 shares of UVSP stock, worth $11,340. This represents 0.0% of its overall portfolio holdings.

Number of Shares
410
Holding current value
$11,340
% of portfolio
0.0%

Shares

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

Nov 14, 2024

BUY
$22.22 - $29.19 $9,110 - $11,967
410 New
410 $11,000
Q2 2022

Jul 22, 2022

BUY
$24.83 - $26.86 $148 - $161
6 Added 0.84%
720 $18,000
Q1 2022

May 16, 2022

BUY
$26.76 - $31.41 $133 - $157
5 Added 0.71%
714 $19,000
Q4 2021

Feb 09, 2022

BUY
$27.44 - $30.78 $137 - $153
5 Added 0.71%
709 $21,000
Q3 2021

Nov 09, 2021

BUY
$24.86 - $28.25 $124 - $141
5 Added 0.72%
704 $19,000
Q2 2021

Jul 08, 2021

BUY
$26.37 - $29.4 $131 - $147
5 Added 0.72%
699 $18,000
Q4 2020

May 19, 2021

BUY
$14.4 - $20.58 $201 - $288
14 Added 2.06%
694 $20,000
Q3 2020

Sep 07, 2021

BUY
$13.76 - $17.45 $123 - $157
9 Added 1.34%
680 $9,000
Q2 2020

Sep 07, 2021

BUY
$14.21 - $19.19 $127 - $172
9 Added 1.36%
671 $10,000
Q1 2020

Sep 07, 2021

BUY
$13.87 - $26.96 $55 - $107
4 Added 0.61%
662 $10,000
Q4 2019

Sep 07, 2021

BUY
$24.26 - $27.47 $121 - $137
5 Added 0.77%
658 $17,000
Q3 2019

Sep 07, 2021

BUY
$24.8 - $27.48 $124 - $137
5 Added 0.77%
653 $16,000
Q2 2019

Sep 07, 2021

BUY
$23.88 - $26.26 $15,474 - $17,016
648 New
648 $17,000
Q2 2018

Sep 07, 2021

SELL
$27.5 - $29.85 $13,750 - $14,925
-500 Closed
0 $0
Q1 2016

Sep 07, 2021

BUY
N/A
500
500 $9,000

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $809M
  • 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 ...
More about UVSP
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