GWM
Geneos Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4M | Sell |
74,897
-46,023
| -38% | -$22.4M | 0.89% | 14 |
|
|
2025
Q1 | $64.4M | Buy |
120,920
+71,990
| +147% | +$38.3M | 0.93% | 10 |
|
|
2024
Q4 | $22.2M | Sell |
48,930
-433
| -0.9% | -$196K | 0.78% | 20 |
|
|
2024
Q3 | $22.7M | Buy |
49,363
+2,926
| +6% | +$1.35M | 0.87% | 18 |
|
|
2024
Q2 | $18.9M | Buy |
46,437
+2,554
| +6% | +$1.04M | 0.84% | 21 |
|
|
2024
Q1 | $18.5M | Buy |
43,883
+2,837
| +7% | +$1.19M | 0.85% | 21 |
|
|
2023
Q4 | $14.6M | Buy |
41,046
+8,206
| +25% | +$2.93M | 0.72% | 26 |
|
|
2023
Q3 | $11.5M | Buy |
32,840
+2,315
| +8% | +$811K | 0.59% | 34 |
|
|
2023
Q2 | $10.4M | Buy |
30,525
+3,609
| +13% | +$1.23M | 0.55% | 36 |
|
|
2023
Q1 | $8.31M | Buy |
26,916
+3,261
| +14% | +$1.01M | 0.5% | 38 |
|
|
2022
Q4 | $7.31M | Buy |
23,655
+2,815
| +14% | +$870K | 0.44% | 40 |
|
|
2022
Q3 | $5.56M | Sell |
20,840
-26,302
| -56% | -$7.02M | 0.38% | 51 |
|
|
2022
Q2 | $13.1M | Buy |
47,142
+1,131
| +2% | +$314K | 0.65% | 26 |
|
|
2022
Q1 | $16.2M | Sell |
46,011
-301
| -0.6% | -$106K | 0.7% | 23 |
|
|
2021
Q4 | $13.8M | Buy |
46,312
+2,159
| +5% | +$646K | 0.53% | 36 |
|
|
2021
Q3 | $12.2M | Buy |
44,153
+562
| +1% | +$155K | 0.47% | 40 |
|
|
2021
Q2 | $12.2M | Sell |
43,591
-52,436
| -55% | -$14.6M | 0.47% | 41 |
|
|
2021
Q1 | $26.4M | Sell |
96,027
-1,891
| -2% | -$520K | 0.74% | 29 |
|
|
2020
Q4 | $15.2M | Buy |
97,918
+54,754
| +127% | +$8.49M | 0.61% | 32 |
|
|
2020
Q3 | $9.08M | Sell |
43,164
-2,018
| -4% | -$425K | 0.47% | 44 |
|
|
2020
Q2 | $7.92M | Sell |
45,182
-1,317
| -3% | -$231K | 0.44% | 45 |
|
|
2020
Q1 | $8.35M | Sell |
46,499
-886
| -2% | -$159K | 0.56% | 33 |
|
|
2019
Q4 | $10.7M | Sell |
47,385
-797
| -2% | -$180K | 0.57% | 28 |
|
|
2019
Q3 | $10M | Buy |
48,182
+2,899
| +6% | +$601K | 0.6% | 25 |
|
|
2019
Q2 | $9.65M | Sell |
45,283
-2,272
| -5% | -$484K | 0.6% | 30 |
|
|
2019
Q1 | $9.55M | Sell |
47,555
-3
| -0% | -$603 | 0.63% | 26 |
|
|
2018
Q4 | $9.61M | Buy |
47,558
+619
| +1% | +$125K | 0.71% | 21 |
|
|
2018
Q3 | $10.1M | Sell |
46,939
-245
| -0.5% | -$52.5K | 0.67% | 20 |
|
|
2018
Q2 | $8.8M | Buy |
47,184
+71
| +0.2% | +$13.2K | 0.69% | 24 |
|
|
2018
Q1 | $9.39M | Sell |
47,113
-1,892
| -4% | -$377K | 0.82% | 16 |
|
|
2017
Q4 | $9.71M | Buy |
49,005
+1,161
| +2% | +$230K | 0.87% | 14 |
|
|
2017
Q3 | $8.77M | Buy |
47,844
+630
| +1% | +$115K | 0.87% | 16 |
|
|
2017
Q2 | $8M | Buy |
47,214
+1,162
| +3% | +$197K | 0.82% | 18 |
|
|
2017
Q1 | $7.68M | Buy |
46,052
+3,914
| +9% | +$652K | 0.8% | 21 |
|
|
2016
Q4 | $6.87M | Sell |
42,138
-2,815
| -6% | -$459K | 0.91% | 16 |
|
|
2016
Q3 | $6.49M | Sell |
44,953
-987
| -2% | -$143K | 0.87% | 22 |
|
|
2016
Q2 | $6.61M | Buy |
45,940
+696
| +2% | +$100K | 0.96% | 19 |
|
|
2016
Q1 | $6.51M | Buy |
+45,244
| New | +$6.51M | 0.99% | 18 |
|