Geneos Wealth Management’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.91M | Sell |
20,400
-11,630
| -36% | -$3.37M | 0.14% | 174 |
|
|
2025
Q1 | $10M | Buy |
32,030
+21,546
| +206% | +$6.75M | 0.14% | 171 |
|
|
2024
Q4 | $2.9M | Buy |
10,484
+42
| +0.4% | +$11.6K | 0.1% | 221 |
|
|
2024
Q3 | $3.01M | Buy |
10,442
+71
| +0.7% | +$20.5K | 0.11% | 211 |
|
|
2024
Q2 | $2.65M | Buy |
10,371
+192
| +2% | +$49K | 0.12% | 202 |
|
|
2024
Q1 | $2.64M | Sell |
10,179
-150
| -1% | -$38.9K | 0.12% | 203 |
|
|
2023
Q4 | $2.33M | Sell |
10,329
-756
| -7% | -$171K | 0.12% | 208 |
|
|
2023
Q3 | $2.31M | Sell |
11,085
-254
| -2% | -$52.9K | 0.12% | 191 |
|
|
2023
Q2 | $2.18M | Sell |
11,339
-413
| -4% | -$79.5K | 0.11% | 204 |
|
|
2023
Q1 | $2.28M | Sell |
11,752
-6,303
| -35% | -$1.22M | 0.14% | 176 |
|
|
2022
Q4 | $3.98M | Buy |
18,055
+1,074
| +6% | +$237K | 0.24% | 111 |
|
|
2022
Q3 | $3.09M | Buy |
16,981
+485
| +3% | +$88.2K | 0.21% | 116 |
|
|
2022
Q2 | $3.26M | Buy |
16,496
+645
| +4% | +$128K | 0.16% | 145 |
|
|
2022
Q1 | $3.39M | Buy |
15,851
+3,100
| +24% | +$663K | 0.15% | 160 |
|
|
2021
Q4 | $2.46M | Buy |
12,751
+722
| +6% | +$140K | 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% | -$38.4K | 0.07% | 255 |
|
|
2021
Q1 | $1.95M | Sell |
11,379
-1,140
| -9% | -$196K | 0.05% | 292 |
|
|
2020
Q4 | $1.76M | Buy |
12,519
+1,248
| +11% | +$176K | 0.07% | 251 |
|
|
2020
Q3 | $1.29M | Buy |
11,271
+1,380
| +14% | +$157K | 0.07% | 255 |
|
|
2020
Q2 | $1.23M | Buy |
9,891
+2,484
| +34% | +$308K | 0.07% | 256 |
|
|
2020
Q1 | $806K | Sell |
7,407
-1,086
| -13% | -$118K | 0.05% | 285 |
|
|
2019
Q4 | $1.32M | Buy |
8,493
+1,001
| +13% | +$156K | 0.07% | 258 |
|
|
2019
Q3 | $1.2M | Buy |
7,492
+1,810
| +32% | +$290K | 0.07% | 244 |
|
|
2019
Q2 | $843K | Buy |
5,682
+1,828
| +47% | +$271K | 0.05% | 308 |
|
|
2019
Q1 | $539K | Buy |
3,854
+2,011
| +109% | +$281K | 0.04% | 378 |
|
|
2018
Q4 | $243K | Buy |
1,843
+1,220
| +196% | +$161K | 0.02% | 546 |
|
|
2018
Q3 | $88K | Buy |
623
+297
| +91% | +$42K | 0.01% | 932 |
|
|
2018
Q2 | $41K | Buy |
326
+34
| +12% | +$4.28K | ﹤0.01% | 1132 |
|
|
2018
Q1 | $39K | Sell |
292
-25
| -8% | -$3.34K | ﹤0.01% | 1110 |
|
|
2017
Q4 | $46K | Buy |
317
+4
| +1% | +$580 | ﹤0.01% | 1033 |
|
|
2017
Q3 | $44K | Hold |
313
| – | – | ﹤0.01% | 999 |
|
|
2017
Q2 | $45K | Sell |
313
-53
| -14% | -$7.62K | ﹤0.01% | 958 |
|
|
2017
Q1 | $49K | Buy |
366
+85
| +30% | +$11.4K | 0.01% | 891 |
|
|
2016
Q4 | $37K | Buy |
281
+36
| +15% | +$4.74K | ﹤0.01% | 944 |
|
|
2016
Q3 | $30K | Sell |
245
-189
| -44% | -$23.1K | ﹤0.01% | 986 |
|
|
2016
Q2 | $56K | Hold |
434
| – | – | 0.01% | 765 |
|
|
2016
Q1 | $52K | Buy |
+434
| New | +$52K | 0.01% | 785 |
|