Geneos Wealth Management Inc. Unum Group Transaction History

Geneos Wealth Management Inc.

$3.77 Billion
Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Unum Group stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 829 shares of UNM stock, worth $63,808. This represents 0.0% of its overall portfolio holdings.

Number of Shares

829

Previous 3,352 75.27%

Holding current value

$63,808

Previous $270,000 76.3%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$68.55 - $82.12 $172,951 - $207,188	-2,523 Reduced 75.27%	829 $64,000
Q2 2025 Aug 18, 2025	SELL	$70.48 - $82.91 $10,431 - $12,270	-148 Reduced 4.23%	3,352 $270,000
Q1 2025 May 21, 2025	SELL	$71.8 - $83.34 $145,395 - $168,763	-2,025 Reduced 36.65%	3,500 $285,000
Q1 2025 May 07, 2025	BUY	$71.8 - $83.34 $179,643 - $208,516	2,502 Added 82.77%	5,525 $450,000
Q4 2024 Jan 21, 2025	BUY	$58.88 - $77.07 $706 - $924	12 Added 0.4%	3,023 $220,000

Q3 2024 Nov 14, 2024	BUY	$49.81 - $59.44 $109,233 - $130,351	2,193 Added 268.09%	3,011 $178,000
Q2 2024 Jul 23, 2024	BUY	$48.48 - $54.28 $9,841 - $11,018	203 Added 33.01%	818 $41,000
Q1 2024 May 03, 2024	BUY	$45.18 - $53.7 $135 - $161	3 Added 0.49%	615 $33,000
Q4 2023 Jan 26, 2024	BUY	$42.08 - $51.67 $168 - $206	4 Added 0.66%	612 $27,000
Q3 2023 Oct 11, 2023	SELL	$47.27 - $50.4 $21,555 - $22,982	-456 Reduced 42.86%	608 $29,000
Q2 2023 Aug 08, 2023	SELL	$38.84 - $47.7 $15,341 - $18,841	-395 Reduced 27.07%	1,064 $50,000
Q1 2023 Apr 25, 2023	SELL	$36.64 - $45.57 $12,530 - $15,584	-342 Reduced 18.99%	1,459 $57,000
Q4 2022 Jan 30, 2023	SELL	$38.96 - $46.09 $82,478 - $97,572	-2,117 Reduced 54.03%	1,801 $73,000
Q3 2022 Nov 14, 2022	SELL	$24.33 - $40.9 $65,788 - $110,593	-2,704 Reduced 40.83%	3,918 $152,000
Q2 2022 Jul 22, 2022	SELL	$30.52 - $37.16 $86,615 - $105,460	-2,838 Reduced 30.0%	6,622 $225,000
Q1 2022 May 16, 2022	SELL	$24.99 - $31.8 $15,718 - $20,002	-629 Reduced 6.23%	9,460 $298,000
Q4 2021 Feb 09, 2022	BUY	$22.38 - $28.63 $514 - $658	23 Added 0.23%	10,089 $247,000
Q3 2021 Nov 09, 2021	BUY	$23.42 - $28.83 $29,228 - $35,979	1,248 Added 14.15%	10,066 $260,000
Q2 2021 Jul 08, 2021	BUY	$27.03 - $31.9 $76,008 - $89,702	2,812 Added 46.82%	8,818 $253,000
Q1 2021 Jun 17, 2021	BUY	$22.09 - $29.44 $98,631 - $131,449	4,465 Added 289.75%	6,006 $169,000
Q4 2020 May 19, 2021	BUY	$16.57 - $24.26 $7,307 - $10,698	441 Added 40.09%	1,541 $30,000
Q3 2020 Sep 07, 2021	BUY	$15.48 - $19.9 $17,028 - $21,890	1,100 New	1,100 $18,000
Q2 2020 Sep 07, 2021	SELL	$12.96 - $20.22 $1,684 - $2,628	-130 Closed	0 $0
Q1 2020 Sep 07, 2021	BUY	$10.38 - $30.21 $1,349 - $3,927	130 New	130 $2,000
Q3 2019 Sep 07, 2021	SELL	$25.06 - $34.6 $1,854 - $2,560	-74 Closed	0 $0
Q1 2019 Sep 07, 2021	BUY	$29.88 - $37.67 $2,211 - $2,787	74 New	74 $2,000

Others Institutions Holding UNM

# of Institutions

758

Shares Held

128M

Call Options Held

811K

Put Options Held

468K

View Full List

About Unum Group

Ticker UNM
Exchange NYSE
Sector Financial Services
Industry Insurance—Life
Shares Outstandng 200,000,000
Market Cap $15.4B
Description
Unum Group, together with its subsidiaries, provides financial protection benefit solutions primarily in the United States, the United Kingdom, and Poland. It operates through Unum US, Unum International, Colonial Life, and Closed Block segments. The company offers group long-term and short-term disability, group life, and accidental death and d...

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Geneos Wealth Management Inc. Unum Group Transaction History