UMA Financial Services »

Genes shares owned by UMA Financial Services

Quarter-by-quarter ownership of Genes (GCO) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Genes

Tip: Access up to 7 years of quarterly data

All positions including Genes held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Genes by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $372 11 33.82

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Genes

Pzena Investment Management
BlackRock
Dimensional Fund Advisors
Fund 1 Investments
Acadian Asset Management
Vanguard Capital Management
Citadel Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jacobs Levy Equity Management
D. E. Shaw & Co
Geode Capital Management
Vanguard Portfolio Management
Kingdon Capital Management

View all funds holding Genes