Position in UGP
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$136,372
+$91,902 QoQ
Shares Held
24,750
+109.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 11%
Shared 38%
None 51%
Common Shares in UGP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Mar 31, 2026GeoWealth Management, LLC holds $3,202,254 across 5 Oil & Gas Refining & Marketing names. UGP ranks #5 (4.3% of the industry book) .
All Filings in UGP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $136,372 | 24,750 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $44,470 | 11,796 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||