Geneos Wealth Management Inc.
Position in UAL — United Airlines Holdings, Inc.
CIK 1764754
ENGLEWOOD, CO
Position in UAL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$212,688
+$68,691 QoQ
Shares Held
1,564
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#780
of 1,063 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Geneos Wealth Management Inc. holds $862,783 across 6 Airlines names. UAL ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LUV |
Southwest Airlines Co
|
7,427 | $381,896 | |
| 2 | UAL |
United Airlines Holdings, Inc.
This page
|
1,564 | $212,688 | |
| 3 | DAL |
Delta Air Lines, Inc.
|
1,408 | $131,873 | |
| 4 | AAL |
American Airlines Group Inc.
|
7,270 | $131,368 | |
| 5 | ALK |
Alaska Air Group, Inc.
|
64 | $3,340 | |
| 6 | RYAAY |
Ryanair Holdings PLC
|
25 | $1,618 |
All Filings in UAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,688 | 1,564 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $143,997 | 1,564 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $186,403 | 1,667 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $160,865 | 1,667 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $212,850 | 2,673 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $350,428 | 5,075 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $372,184 | 3,833 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $207,755 | 3,641 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $182,572 | 3,752 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $160,493 | 3,352 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $159,139 | 3,857 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $189,207 | 4,473 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $245,433 | 4,473 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $161,822 | 3,657 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $168,632 | 4,473 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $145,506 | 4,473 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $189,319 | 5,345 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $268,888 | 5,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $248,276 | 5,671 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $172,013 | 3,616 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $189,080 | 3,616 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $230,275 | 4,002 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $185,845 | 4,297 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $172,568 | 4,966 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $193,504 | 5,591 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $139,640 | 4,426 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||