Geneos Wealth Management Inc. Proshares Ultra Russell 2000 Transaction History

Geneos Wealth Management Inc.

  • $3.92 Billion
  • Q2 2025

A detailed history of Geneos Wealth Management Inc. transactions in Proshares Ultra Russell 2000 stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 870 shares of UWM stock, worth $41,151. This represents 0.0% of its overall portfolio holdings.

Number of Shares
870
Previous 870 -0.0%
Holding current value
$41,151
Previous $29,000 10.34%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$33.01 - $45.08 $20,037 - $27,363
-607 Reduced 41.1%
870 $29,000
Q4 2024

Jan 21, 2025
SELL
$41.07 - $50.82 $28,831 - $35,675
-702 Reduced 32.22%
1,477 $61,000
Q3 2024

Nov 14, 2024
SELL
$36.33 - $45.34 $34,331 - $42,846
-945 Reduced 30.25%
2,179 $93,000
Q2 2024

Jul 23, 2024
SELL
$34.07 - $40.02 $36,046 - $42,341
-1,058 Reduced 25.3%
3,124 $116,000
Q4 2023

Jan 26, 2024
SELL
$25.32 - $39.62 $3,772 - $5,903
-149 Reduced 3.44%
4,182 $159,000
Q3 2023

Oct 11, 2023
SELL
$29.54 - $38.52 $85,104 - $110,976
-2,881 Reduced 39.95%
4,331 $130,000
Q2 2023

Aug 08, 2023
SELL
$28.83 - $34.84 $105,892 - $127,967
-3,673 Reduced 33.74%
7,212 $248,000
Q1 2023

Apr 25, 2023
SELL
$29.06 - $39.91 $93,689 - $128,669
-3,224 Reduced 22.85%
10,885 $346,000
Q4 2022

Jan 30, 2023
SELL
$29.21 - $36.42 $17,672 - $22,034
-605 Reduced 4.11%
14,109 $439,000
Q2 2022

Jul 22, 2022
SELL
$28.92 - $47.64 $24,466 - $40,303
-846 Reduced 5.44%
14,714 $0
Q3 2021

Nov 09, 2021
SELL
$50.69 - $60.89 $134,886 - $162,028
-2,661 Reduced 14.6%
15,560 $869,000
Q2 2021

Jul 08, 2021
BUY
$51.16 - $61.63 $930,907 - $1.12 Million
18,196 Added 72784.0%
18,221 $1.09 Million
Q4 2020

May 19, 2021
BUY
$27.26 - $46.31 $681 - $1,157
25 New
25 $2,000
Q2 2018

Sep 07, 2021
SELL
N/A
-1,800 Closed
0 $0
Q4 2017

Sep 07, 2021
SELL
N/A
-1,600 Reduced 47.06%
1,800 $127,000
Q3 2017

Sep 07, 2021
BUY
N/A
1,700 Added 100.0%
3,400 $227,000
Q1 2017

Sep 07, 2021
SELL
N/A
-1,250 Reduced 42.37%
1,700 $196,000
Q1 2016

Sep 07, 2021
BUY
N/A
2,950
2,950 $225,000

Others Institutions Holding UWM

# of Institutions
71
Shares Held
4.82M
Call Options Held
91.2K
Put Options Held
8.2K
View Full List

About PROSHARES ULTRA RUSSELL 2000

UWM Quotes by TradingView
  • Ticker UWM
  • Sector ETFs
  • Industry ETFs
More about UWM
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