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Geneos Wealth Management’s Guidewire Software GWRE Stock Holding History

Geneos Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-45
Closed -$9.04K – 2516
2025
Q4 		$9.04K Sell
45
-32
-42% -$7.08K ﹤0.01% 1989
2025
Q3 		$17.7K Sell
77
-59
-43% -$13.4K ﹤0.01% 1767
2025
Q2 		$32K Sell
136
-32
-19% -$6.88K ﹤0.01% 1801
2025
Q1 		$48.5K Buy
168
+106
+171% +$20.6K ﹤0.01% 1937
2024
Q4 		$10.5K Buy
62
+45
+265% +$8.41K ﹤0.01% 2038
2024
Q3 		$3.11K Buy
+17
New +$2.58K ﹤0.01% 2194
2021
Q2 		– Sell
-89
Closed -$9K – 2960
2021
Q1 		$9K Buy
+89
New +$10.3K ﹤0.01% 2417
2018
Q4 		– Sell
-100
Closed -$10K – 2427
2018
Q3 		$10K Hold
100
– – ﹤0.01% 1842
2018
Q2 		$8K Hold
100
– – ﹤0.01% 1785
2018
Q1 		$8K Hold
100
– – ﹤0.01% 1718
2017
Q4 		$7K Buy
+100
New +$7.72K ﹤0.01% 1737

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BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
VPM
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DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Geneos Wealth Management's GWRE Position: Q1 2026 in Review

Geneos Wealth Management sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 45 shares — an estimated $9.04K sold.

Geneos Wealth Management first reported a position in GWRE in Q4 2017 and held it in 11 quarters. The position peaked at $48.5K in Q1 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Geneos Wealth Management reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Geneos Wealth Management sold 45 Guidewire Software shares in Q1 2026, an estimated $9.04K.
  • Geneos Wealth Management first reported a position in Guidewire Software in Q4 2017 and held it in 11 quarters.
  • Geneos Wealth Management's Guidewire Software position peaked at $48.5K in Q1 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.