Geneos Wealth Management Inc. - UBS AG LONDON BRANCH ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of UBS AG LONDON BRANCH
ValueSharesWeighting
Q3 2023$4,435
+4.5%
2400.0%0.00%
Q2 2023$4,243
+4.0%
2400.0%0.00%
Q1 2023$4,080
+104.0%
240
+20.0%
0.00%
Q3 2020$2,0002000.00%
Other shareholders
UBS AG LONDON BRANCH shareholders Q4 2023
NameSharesValueWeighting ↓
EUDAIMONIA ADVISORS LLC 20,931$369,5960.25%
Advisory Services & Investments, LLC 11,311$199,7280.16%
Eudaimonia Partners, LLC 23,269$410,8800.09%
Hilltop Holdings Inc. 25,709$453,7370.06%
CreativeOne Wealth, LLC 37,652$6650.02%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 10,052$177,4960.01%
Lindbrook Capital, LLC 4,000$70,6310.01%
CoreFirst Bank & Trust 476$8,4050.01%
MORGAN STANLEY 630$11,1240.00%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 53,170$938,8650.00%
View complete list of UBS AG LONDON BRANCH shareholders