A detailed history of Geneos Wealth Management Inc. transactions in United Parcel Service Inc stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 9,061 shares of UPS stock, worth $1.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,061
Previous 4,503 101.22%
Holding current value
$1.14 Million
Previous $616,000 100.32%
% of portfolio
0.05%
Previous 0.03%

Shares

35 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$123.32 - $147.38 $562,092 - $671,758
4,558 Added 101.22%
9,061 $1.23 Million
Q2 2024

Jul 23, 2024

SELL
$134.2 - $152.27 $6,173 - $7,004
-46 Reduced 1.01%
4,503 $616,000
Q1 2024

May 03, 2024

BUY
$139.08 - $161.22 $14,047 - $16,283
101 Added 2.27%
4,549 $676,000
Q4 2023

Jan 26, 2024

SELL
$134.83 - $162.94 $309,704 - $374,273
-2,297 Reduced 34.05%
4,448 $699,000
Q3 2023

Oct 11, 2023

BUY
$151.9 - $188.34 $131,089 - $162,537
863 Added 14.67%
6,745 $1.05 Million
Q2 2023

Aug 08, 2023

BUY
$166.61 - $196.03 $282,070 - $331,878
1,693 Added 40.42%
5,882 $1.05 Million
Q1 2023

Apr 25, 2023

SELL
$173.82 - $193.99 $188,420 - $210,285
-1,084 Reduced 20.56%
4,189 $812,000
Q4 2022

Jan 30, 2023

BUY
$159.14 - $190.36 $28,486 - $34,074
179 Added 3.51%
5,273 $916,000
Q3 2022

Nov 14, 2022

SELL
$161.54 - $208.05 $1.23 Million - $1.59 Million
-7,643 Reduced 60.01%
5,094 $822,000
Q2 2022

Jul 22, 2022

BUY
$167.39 - $206.64 $29,962 - $36,988
179 Added 1.43%
12,737 $2.33 Million
Q1 2022

May 16, 2022

BUY
$194.83 - $232.11 $203,987 - $243,019
1,047 Added 9.1%
12,558 $2.69 Million
Q4 2021

Feb 09, 2022

BUY
$178.42 - $218.07 $42,463 - $51,900
238 Added 2.11%
11,511 $2.47 Million
Q3 2021

Nov 09, 2021

SELL
$182.1 - $214.26 $37,694 - $44,351
-207 Reduced 1.8%
11,273 $2.05 Million
Q2 2021

Jul 08, 2021

SELL
$171.28 - $217.5 $519,492 - $659,677
-3,033 Reduced 20.9%
11,480 $2.43 Million
Q1 2021

Jun 17, 2021

SELL
$155.0 - $169.99 $37,510 - $41,137
-242 Reduced 1.64%
14,513 $2.96 Million
Q4 2020

May 19, 2021

BUY
$155.78 - $176.54 $699,763 - $793,017
4,492 Added 43.77%
14,755 $2.01 Million
Q3 2020

Sep 07, 2021

SELL
$113.76 - $168.9 $310,678 - $461,265
-2,731 Reduced 21.02%
10,263 $1.7 Million
Q2 2020

Sep 07, 2021

BUY
$90.0 - $111.18 $24,840 - $30,685
276 Added 2.17%
12,994 $1.39 Million
Q1 2020

Sep 07, 2021

BUY
$86.17 - $118.61 $32,658 - $44,953
379 Added 3.07%
12,718 $1.24 Million
Q4 2019

Sep 07, 2021

BUY
$112.74 - $124.3 $92,334 - $101,801
819 Added 7.11%
12,339 $1.47 Million
Q3 2019

Sep 07, 2021

SELL
$101.62 - $122.85 $54,874 - $66,339
-540 Reduced 4.48%
11,520 $1.37 Million
Q2 2019

Sep 07, 2021

SELL
$92.92 - $114.49 $22,022 - $27,134
-237 Reduced 1.93%
12,060 $1.25 Million
Q1 2019

Sep 07, 2021

BUY
$94.45 - $112.13 $3,872 - $4,597
41 Added 0.33%
12,297 $1.37 Million
Q4 2018

Sep 07, 2021

SELL
$89.89 - $118.78 $180,768 - $238,866
-2,011 Reduced 14.1%
12,256 $1.18 Million
Q3 2018

Sep 07, 2021

BUY
$105.76 - $124.66 $135,901 - $160,188
1,285 Added 9.9%
14,267 $1.67 Million
Q2 2018

Sep 07, 2021

BUY
$103.84 - $118.34 $50,466 - $57,513
486 Added 3.89%
12,982 $1.38 Million
Q1 2018

Sep 07, 2021

BUY
$101.66 - $134.09 $89,257 - $117,731
878 Added 7.56%
12,496 $1.31 Million
Q4 2017

Sep 07, 2021

BUY
$112.55 - $123.72 $77,096 - $84,748
685 Added 6.27%
11,618 $1.38 Million
Q3 2017

Sep 07, 2021

BUY
$110.17 - $120.09 $22,144 - $24,138
201 Added 1.87%
10,933 $1.31 Million
Q2 2017

Sep 07, 2021

SELL
N/A
-135 Reduced 1.24%
10,732 $1.19 Million
Q1 2017

Sep 07, 2021

SELL
N/A
-1,601 Reduced 12.84%
10,867 $1.17 Million
Q4 2016

Sep 07, 2021

SELL
N/A
-771 Reduced 5.82%
12,468 $1.43 Million
Q3 2016

Sep 07, 2021

SELL
N/A
-1,267 Reduced 8.73%
13,239 $1.45 Million
Q2 2016

Sep 07, 2021

SELL
N/A
-676 Reduced 4.45%
14,506 $1.57 Million
Q1 2016

Sep 07, 2021

BUY
N/A
15,182
15,182 $1.59 Million

Others Institutions Holding UPS

About UNITED PARCEL SERVICE INC


  • Ticker UPS
  • Exchange NYSE
  • Sector Industrials
  • Industry Integrated Freight & Logistics
  • Shares Outstandng 729,516,032
  • Market Cap $92.1B
  • Description
  • United Parcel Service, Inc. provides letter and package delivery, transportation, logistics, and related services. It operates through two segments, U.S. Domestic Package and International Package. The U.S. Domestic Package segment offers time-definite delivery of letters, documents, small packages, and palletized freight through air and ground ...
More about UPS
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