Geneos Wealth Management Inc.
Position in UUP — Invesco DB US Dollar Index Bullish Fund
CIK 1764754
ENGLEWOOD, CO
Position in UUP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$101,594
+$31,033 QoQ
Shares Held
3,576
+40.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#55
of 76 holders
Holding Since
Mar 2020
15 quarters on record
Common Shares in UUP Over Time
Shares Held
Position Value (USD)
All Filings in UUP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $101,594 | 3,576 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $70,561 | 2,540 | Shares | Sole | 2026-05-05 | |
| 2023-06-30 | $134,521 | 4,740 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,362,802 | 84,749 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $151,731 | 5,456 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $7,968 | 285 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $7,495 | 285 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,304 | 285 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $7,213 | 285 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,076 | 285 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $7,159 | 285 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $6,908 | 285 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $198,186 | 7,818 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $308,996 | 11,740 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $243,911 | 9,091 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||