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Geneos Wealth Management Inc.

Position in AMUB — Ubs AG

CIK 1764754 ENGLEWOOD, CO

Position in AMUB

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$13,064
-$272 QoQ
Shares Held
910
+2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 32 holders
Holding Since
Sep 2020
15 quarters on record

Common Shares in AMUB Over Time

Shares Held

Position Value (USD)

All Filings in AMUB

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 BDCZ $13,064 910
2026-03-31 BDCZ $13,336 885
2025-12-31 BDCZ $14,629 869
2025-09-30 BDCZ $4,108 240
2025-06-30 BDCZ $4,426 240
2025-03-31 BDCZ $4,624 240
2024-12-31 BDCZ $4,653 240
2024-09-30 BDCZ $4,572 240
2024-06-30 BDCZ $4,845 240
2024-03-31 BDCZ $4,689 240
2023-12-31 BDCZ $4,552 240
2023-09-30 BDCZ $4,429 240
2023-06-30 BDCZ $4,237 240
2023-03-31 BDCZ $4,075 240
2020-09-30 BDCZ $2,843 200