Geneos Wealth Management Inc. Uwm Holdings Corp Transaction History

Geneos Wealth Management Inc.

$2.6 Billion
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	BUY	$3.22 - $4.6 $3,220 - $4,600	1,000 New	1,000 $3,000
Q4 2021 Feb 09, 2022	SELL	$5.52 - $7.25 $9,936 - $13,050	-1,800 Closed	0 $0
Q3 2021 Nov 09, 2021	BUY	$6.76 - $8.22 $10,140 - $12,330	1,500 Added 500.0%	1,800 $12,000
Q4 2020 May 19, 2021	BUY	$9.9 - $13.81 $2,970 - $4,143	300 New	300 $2,000

Others Institutions Holding UWMC

# of Institutions

245

Shares Held

62.4M

Call Options Held

3.19M

Put Options Held

1.29M

Ken Griffin Citadel Advisors LLC | Chicago, Il

8.98M
Shares

$53.6 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

8.55M
Shares

$51.1 Million
0.0% of portfolio
Platinum Equity, LLC Beverly Hills, CA

4.89M
Shares

$29.2 Million
54.92% of portfolio
Black Rock Inc. New York, NY

4.82M
Shares

$28.8 Million
0.0% of portfolio
Northern Trust Corp Chicago, IL

4.31M
Shares

$25.7 Million
0.01% of portfolio

About UWM Holdings Corp

Ticker UWMC
Exchange NYSE
Sector Financial Services
Industry Mortgage Finance
Shares Outstandng 103,104,000
Market Cap $616M
Description
UWM Holdings Corporation engages in the residential mortgage lending business in the United States. The company originates mortgage loans through wholesale channel. It originates primarily conforming and government loans. UWM Holdings Corporation was founded in 1986 and is headquartered in Pontiac, Michigan.

More about UWMC

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