Gen-Wealth Partners’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $550K | Sell |
1,899
-99
| -5% | -$28.7K | 0.21% | 116 |
|
|
2025
Q1 | $603K | Sell |
1,998
-61
| -3% | -$18.4K | 0.25% | 104 |
|
|
2024
Q4 | $569K | Sell |
2,059
-48
| -2% | -$13.3K | 0.24% | 107 |
|
|
2024
Q3 | $598K | Sell |
2,107
-47
| -2% | -$13.3K | 0.26% | 98 |
|
|
2024
Q2 | $549K | Buy |
2,154
+189
| +10% | +$48.2K | 0.27% | 89 |
|
|
2024
Q1 | $509K | Buy |
+1,965
| New | +$509K | 0.25% | 94 |
|