United Rentals, Inc.
MX ˙ BMV ˙ US9113631090
SecurityMX:URI / United Rentals, Inc.
InstitutionGeneos Wealth Management Inc.
Latest Disclosed Ownership10,782 shares
Latest Disclosed Value $ 7,854,971
Geneos Wealth Management Inc. reports 9.66% increase in ownership of URI / United Rentals, Inc.

On May 4, 2026 - Geneos Wealth Management Inc. filed a 13F-HR form disclosing ownership of 10,782 shares of United Rentals, Inc. (MX:URI) valued at $7,854,971 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 9,832 shares of United Rentals, Inc.. This represents a change in shares of 9.66% 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 UNITED RENTALS COM 911363109 10,782 950 9.66 7,855 -1.28 0.1822
2026-01-28 2025-12-31 13F UNITED RENTALS COM 911363109 9,832 906 10.15 7,957 -6.63 0.1946
2025-10-22 2025-09-30 13F UNITED RENTALS COM 911363109 8,926 382 4.47 8,522 32.38 0.2162
2025-08-18 2025-06-30 13F UNITED RENTALS COM 911363109 8,544 500 6.22 6,437 27.69 0.1573
2025-05-21 2025-03-31 13F/A-1 UNITED RENTALS COM 911363109 8,044 2,837 54.48 5,041 37.43 0.1689
2025-05-08 2025-03-31 13F UNITED RENTALS COM 911363109 8,934 3,727 5,599 0.1414
2025-01-21 2024-12-31 13F UNITED RENTALS COM 911363109 5,207 724 16.15 3,668 1.05 0.1285
2024-11-14 2024-09-30 13F UNITED RENTALS COM 911363109 4,483 330 7.95 3,630 35.20 0.1385
2024-07-23 2024-06-30 13F UNITED RENTALS COM 911363109 4,153 1,032 33.07 2,686 19.33 0.1192
2024-05-03 2024-03-31 13F UNITED RENTALS COM 911363109 3,121 1,321 73.39 2,251 118.02 0.1031
2024-01-26 2023-12-31 13F UNITED RENTALS COM 911363109 1,800 1,244 223.74 1,032 317.81 0.0510
2023-10-11 2023-09-30 13F UNITED RENTALS COM 911363109 556 314 129.75 247 130.84 0.0127
2023-08-08 2023-06-30 13F UNITED RENTALS COM 911363109 242 139 134.95 108 167.50 0.0056
2023-04-25 2023-03-31 13F UNITED RENTALS COM 911363109 103 0 0.00 41 11.11 0.0025
2023-01-31 2022-12-31 13F UNITED RENTALS COM 911363109 103 -307 -74.88 37 -67.27 0.0022
2022-11-14 2022-09-30 13F UNITED RENTALS COM 911363109 410 56 15.82 110 27.91 0.0076
2022-07-22 2022-06-30 13F UNITED RENTALS COM 911363109 354 240 210.53 86 115.00 0.0042
2022-05-16 2022-03-31 13F UNITED RENTALS COM 911363109 114 -389 -77.34 40 -76.05 0.0017
2022-02-09 2021-12-31 13F UNITED RENTALS COM 911363109 503 -57 -10.18 167 -16.50 0.0064
2021-11-09 2021-09-30 13F UNITED RENTALS COM 911363109 560 -18 -3.11 200 8.70 0.0077
2021-07-08 2021-06-30 13F UNITED RENTALS COM 911363109 578 13 2.30 184 2.22 0.0072
2021-06-17 2021-03-31 13F UNITED RENTALS COM 911363109 565 5 0.89 180 -2.17 0.0050
2021-05-19 2020-12-31 13F UNITED RENTALS COM 911363109 560 -93 -14.24 184 68.81 0.0074
2021-09-07 2020-09-30 13F UNITED RENTALS COM 911363109 653 0 0.00 109 19.78 0.0057
2021-09-07 2020-06-30 13F UNITED RENTALS COM 911363109 653 -150 -18.68 91 26.39 0.0051
2021-09-07 2020-03-31 13F UNITED RENTALS COM 911363109 803 -287 -26.33 72 -60.66 0.0048
2021-09-07 2019-12-31 13F UNITED RENTALS COM 911363109 1,090 390 55.71 183 110.34 0.0098
2021-09-07 2019-09-30 13F UNITED RENTALS COM 911363109 700 0 0.00 87 -5.43 0.0052
2021-09-07 2019-06-30 13F UNITED RENTALS COM 911363109 700 35 5.26 92 22.67 0.0057
2021-09-07 2019-03-31 13F UNITED RENTALS COM 911363109 665 -300 -31.09 75 -22.68 0.0049
2021-09-07 2018-12-31 13F UNITED RENTALS COM 911363109 965 20 2.12 97 -37.01 0.0072
2021-09-07 2018-09-30 13F UNITED RENTALS COM 911363109 945 -5 -0.53 154 10.00 0.0103
2021-09-07 2018-06-30 13F UNITED RENTALS COM 911363109 950 300 46.15 140 25.00 0.0109
2021-09-07 2018-03-31 13F UNITED RENTALS COM 911363109 650 180 38.30 112 40.00 0.0098
2021-09-07 2017-12-31 13F UNITED RENTALS COM 911363109 470 0 0.00 80 23.08 0.0071
2021-09-07 2017-09-30 13F UNITED RENTALS COM 911363109 470 -13 -2.69 65 20.37 0.0065
2021-09-07 2017-06-30 13F UNITED RENTALS COM 911363109 483 -364 -42.98 54 -48.57 0.0055
2021-09-07 2017-03-31 13F UNITED RENTALS COM 911363109 847 299 54.56 105 84.21 0.0109
2021-09-07 2016-12-31 13F UNITED RENTALS COM 911363109 548 -244 -30.81 57 -8.06 0.0075
2021-09-07 2016-09-30 13F UNITED RENTALS COM 911363109 792 114 16.81 62 37.78 0.0083
2021-09-07 2016-06-30 13F UNITED RENTALS COM 911363109 678 -3,518 -83.84 45 -82.35 0.0065
2021-09-07 2016-03-31 13F UNITED RENTALS COM 911363109 4,196 4,196 255 0.0390
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.