Uber Technologies, Inc.
MX ˙ BMV ˙ US90353T1007
SecurityMX:UBER / Uber Technologies, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership94,645 shares
Latest Disclosed Value $ 6,807,815
Geneos Wealth Management Inc. reports 1.57% decrease in ownership of UBER / Uber Technologies, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 94,645 shares of Uber Technologies, Inc. (MX:UBER) valued at $6,807,815 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 96,158 shares of Uber Technologies, Inc.. This represents a change in shares of -1.57% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F UBER TECHNOLOGIES COM 90353T100 94,645 -1,513 -1.57 6,808 -13.36 0.1579
2026-01-28 2025-12-31 13F UBER TECHNOLOGIES COM 90353T100 96,158 -298 -0.31 7,857 -16.85 0.1922
2025-10-22 2025-09-30 13F UBER TECHNOLOGIES COM 90353T100 96,456 -2,266 -2.30 9,450 2.60 0.2398
2025-08-18 2025-06-30 13F UBER TECHNOLOGIES COM 90353T100 98,722 -3,984 -3.88 9,211 23.08 0.2250
2025-05-21 2025-03-31 13F/A-1 UBER TECHNOLOGIES COM 90353T100 102,706 91,362 805.38 7,483 994.01 0.2507
2025-05-08 2025-03-31 13F UBER TECHNOLOGIES COM 90353T100 109,933 98,589 8,145 0.2056
2025-01-21 2024-12-31 13F UBER TECHNOLOGIES COM 90353T100 11,344 -344 -2.94 684 -22.10 0.0240
2024-11-14 2024-09-30 13F UBER TECHNOLOGIES COM 90353T100 11,688 -148 -1.25 878 2.09 0.0335
2024-07-23 2024-06-30 13F UBER TECHNOLOGIES COM 90353T100 11,836 878 8.01 860 2.02 0.0382
2024-05-03 2024-03-31 13F UBER TECHNOLOGIES COM 90353T100 10,958 -2,382 -17.86 844 2.68 0.0386
2024-01-26 2023-12-31 13F UBER TECHNOLOGIES COM 90353T100 13,340 -2,081 -13.49 821 15.80 0.0406
2023-10-11 2023-09-30 13F UBER TECHNOLOGIES COM 90353T100 15,421 200 1.31 709 7.91 0.0365
2023-08-08 2023-06-30 13F UBER TECHNOLOGIES COM 90353T100 15,221 1,049 7.40 657 46.33 0.0344
2023-04-25 2023-03-31 13F UBER TECHNOLOGIES COM 90353T100 14,172 -31,224 -68.78 449 -59.98 0.0273
2023-01-31 2022-12-31 13F UBER TECHNOLOGIES COM 90353T100 45,396 2,493 5.81 1,123 -1.23 0.0680
2022-11-14 2022-09-30 13F UBER TECHNOLOGIES COM 90353T100 42,903 -649 -1.49 1,136 22.28 0.0782
2022-07-22 2022-06-30 13F UBER TECHNOLOGIES COM 90353T100 43,552 12,806 41.65 929 -15.31 0.0459
2022-05-16 2022-03-31 13F UBER TECHNOLOGIES COM 90353T100 30,746 -100 -0.32 1,097 -15.16 0.0471
2022-02-09 2021-12-31 13F UBER TECHNOLOGIES COM 90353T100 30,846 16,488 114.83 1,293 91.56 0.0492
2021-11-09 2021-09-30 13F UBER TECHNOLOGIES COM 90353T100 14,358 596 4.33 675 -5.06 0.0259
2021-07-08 2021-06-30 13F UBER TECHNOLOGIES COM 90353T100 13,762 -20,818 -60.20 711 -62.44 0.0277
2021-06-17 2021-03-31 13F UBER TECHNOLOGIES COM 90353T100 34,580 -2,038 -5.57 1,893 7.07 0.0528
2021-05-19 2020-12-31 13F UBER TECHNOLOGIES COM 90353T100 36,618 13,476 58.23 1,768 121.28 0.0710
2021-09-07 2020-09-30 13F UBER TECHNOLOGIES COM 90353T100 23,142 5,118 28.40 799 49.91 0.0414
2021-09-07 2020-06-30 13F UBER TECHNOLOGIES COM 90353T100 18,024 3,990 28.43 533 39.53 0.0296
2021-09-07 2020-03-31 13F UBER TECHNOLOGIES COM 90353T100 14,034 -9,369 -40.03 382 -45.89 0.0257
2021-09-07 2019-12-31 13F UBER TECHNOLOGIES COM 90353T100 23,403 17,765 315.09 706 315.29 0.0377
2021-09-07 2019-09-30 13F UBER TECHNOLOGIES COM 90353T100 5,638 2,317 69.77 170 9.68 0.0102
2021-09-07 2019-06-30 13F UBER TECHNOLOGIES COM 90353T100 3,321 3,321 155 0.0096
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.