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Geneos Wealth Management’s Brown & Brown BRO Stock Holding History

Geneos Wealth Management’s Portfolio BRO Stock Details BRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-40
Closed -$4.43K – 2579
2025
Q2 		$4.43K Buy
40
+4
+11% +$449 ﹤0.01% 2611
2025
Q1 		$8.96K Buy
+36
New +$4.02K ﹤0.01% 2596
2024
Q4 		– Sell
-428
Closed -$44.3K – 2889
2024
Q3 		$44.3K Buy
428
+325
+316% +$32.3K ﹤0.01% 1243
2024
Q2 		$9.21K Buy
+103
New +$8.94K ﹤0.01% 1568
2020
Q4 		– Sell
-250
Closed -$10K – 2897
2020
Q3 		$10K Hold
250
– – ﹤0.01% 1936
2020
Q2 		$10K Buy
+250
New +$9.64K ﹤0.01% 1906
2019
Q2 		– Sell
-118
Closed -$3K – 2492
2019
Q1 		$3K Hold
118
– – ﹤0.01% 2135
2018
Q4 		$3K Buy
+118
New +$3.34K ﹤0.01% 2093

Other funds holding BRO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return