Position in UWMC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$21,068
-$652 QoQ
Shares Held
9,200
+53.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#231
of 289 holders
Holding Since
Dec 2020
10 quarters on record
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $107,520 across 3 Mortgage Finance names. UWMC ranks #2 (19.6% of the industry book) .
All Filings in UWMC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,068 | 9,200 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,720 | 6,000 | Shares | Sole | 2026-05-05 | |
| 2025-06-30 | $1,780 | 430 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,345 | 979 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,455 | 759 | Shares | Sole | 2025-01-21 | |
| 2022-06-30 | $3,540 | 1,000 | Shares | Sole | 2022-07-22 | |
| 2021-09-30 | $12,510 | 1,800 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,535 | 300 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $2,379 | 300 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $3,939 | 300 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||