Geneos Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.83M | Sell |
17,879
-784
| -4% | -$252K | 0.14% | 181 |
|
|
2025
Q4 | $5.83M | Sell |
18,663
-143
| -0.8% | -$41.8K | 0.14% | 181 |
|
|
2025
Q3 | $5.31M | Sell |
18,806
-1,594
| -8% | -$439K | 0.13% | 195 |
|
|
2025
Q2 | $5.91M | Sell |
20,400
-11,630
| -36% | -$3.35M | 0.14% | 174 |
|
|
2025
Q1 | $10M | Buy |
32,030
+21,546
| +206% | +$5.99M | 0.14% | 171 |
|
|
2024
Q4 | $2.9M | Buy |
10,484
+42
| +0.4% | +$11.9K | 0.1% | 221 |
|
|
2024
Q3 | $3.01M | Buy |
10,442
+71
| +0.7% | +$19.5K | 0.11% | 211 |
|
|
2024
Q2 | $2.65M | Buy |
10,371
+192
| +2% | +$49.3K | 0.12% | 202 |
|
|
2024
Q1 | $2.64M | Sell |
10,179
-150
| -1% | -$36.9K | 0.12% | 203 |
|
|
2023
Q4 | $2.33M | Sell |
10,329
-756
| -7% | -$165K | 0.12% | 208 |
|
|
2023
Q3 | $2.31M | Sell |
11,085
-254
| -2% | -$51.3K | 0.12% | 191 |
|
|
2023
Q2 | $2.18M | Sell |
11,339
-413
| -4% | -$80.9K | 0.11% | 204 |
|
|
2023
Q1 | $2.28M | Sell |
11,752
-6,303
| -35% | -$1.32M | 0.14% | 176 |
|
|
2022
Q4 | $3.98M | Buy |
18,055
+1,074
| +6% | +$223K | 0.24% | 111 |
|
|
2022
Q3 | $3.09M | Buy |
16,981
+485
| +3% | +$92.1K | 0.21% | 116 |
|
|
2022
Q2 | $3.26M | Buy |
16,496
+645
| +4% | +$133K | 0.16% | 145 |
|
|
2022
Q1 | $3.39M | Buy |
15,851
+3,100
| +24% | +$630K | 0.15% | 160 |
|
|
2021
Q4 | $2.46M | Buy |
12,751
+722
| +6% | +$136K | 0.09% | 217 |
|
|
2021
Q3 | $2.11M | Buy |
12,029
+888
| +8% | +$156K | 0.08% | 236 |
|
|
2021
Q2 | $1.8M | Sell |
11,141
-238
| -2% | -$39.4K | 0.07% | 255 |
|
|
2021
Q1 | $1.95M | Sell |
11,379
-1,140
| -9% | -$184K | 0.05% | 292 |
|
|
2020
Q4 | $1.76M | Buy |
12,519
+1,248
| +11% | +$175K | 0.07% | 251 |
|
|
2020
Q3 | $1.29M | Buy |
11,271
+1,380
| +14% | +$173K | 0.07% | 255 |
|
|
2020
Q2 | $1.23M | Buy |
9,891
+2,484
| +34% | +$288K | 0.07% | 256 |
|
|
2020
Q1 | $806K | Sell |
7,407
-1,086
| -13% | -$156K | 0.05% | 285 |
|
|
2019
Q4 | $1.32M | Buy |
8,493
+1,001
| +13% | +$153K | 0.07% | 258 |
|
|
2019
Q3 | $1.2M | Buy |
7,492
+1,810
| +32% | +$280K | 0.07% | 244 |
|
|
2019
Q2 | $843K | Buy |
5,682
+1,828
| +47% | +$264K | 0.05% | 308 |
|
|
2019
Q1 | $539K | Buy |
3,854
+2,011
| +109% | +$268K | 0.04% | 378 |
|
|
2018
Q4 | $243K | Buy |
1,843
+1,220
| +196% | +$158K | 0.02% | 546 |
|
|
2018
Q3 | $88K | Buy |
623
+297
| +91% | +$40.2K | 0.01% | 932 |
|
|
2018
Q2 | $41K | Buy |
326
+34
| +12% | +$4.52K | ﹤0.01% | 1132 |
|
|
2018
Q1 | $39K | Sell |
292
-25
| -8% | -$3.62K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $46K | Buy |
317
+4
| +1% | +$598 | ﹤0.01% | 1033 |
|
|
2017
Q3 | $44K | Hold |
313
| – | – | ﹤0.01% | 999 |
|
|
2017
Q2 | $45K | Sell |
313
-53
| -14% | -$7.46K | ﹤0.01% | 958 |
|
|
2017
Q1 | $49K | Buy |
366
+85
| +30% | +$11.4K | 0.01% | 891 |
|
|
2016
Q4 | $37K | Buy |
281
+36
| +15% | +$4.59K | ﹤0.01% | 944 |
|
|
2016
Q3 | $30K | Sell |
245
-189
| -44% | -$24K | ﹤0.01% | 986 |
|
|
2016
Q2 | $56K | Hold |
434
| – | – | 0.01% | 765 |
|
|
2016
Q1 | $52K | Buy |
+434
| New | +$49.9K | 0.01% | 785 |
|
Other funds holding CB
VCM
VPM
Geneos Wealth Management's CB Position: Q1 2026 in Review
Geneos Wealth Management reduced its Chubb (CB) stake by 4.2% in Q1 2026, selling an estimated $252K and leaving 17,879 shares worth $5.83M. The position accounts for 0.14% of the portfolio, ranked #181.
Geneos Wealth Management first reported a position in CB in Q1 2016 and has held it in 41 quarters since. The position peaked at $10M in Q1 2025. 2,104 funds tracked by Wall St. Rank hold CB as of Q1 2026.
- Geneos Wealth Management held 17,879 shares of Chubb worth $5.83M as of Q1 2026.
- Geneos Wealth Management sold 784 Chubb shares in Q1 2026, an estimated $252K.
- Chubb made up 0.14% of Geneos Wealth Management's portfolio in Q1 2026, its #181 holding.
- Geneos Wealth Management first reported a position in Chubb in Q1 2016 and has held it in 41 quarters since.
- Geneos Wealth Management's Chubb position peaked at $10M in Q1 2025.
- 2,104 funds tracked by Wall St. Rank held Chubb as of Q1 2026.
Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.