Geneos Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32K | Sell |
136
-32
| -19% | -$7.53K | ﹤0.01% | 1801 |
|
|
2025
Q1 | $48.5K | Buy |
168
+106
| +171% | +$30.6K | ﹤0.01% | 1937 |
|
|
2024
Q4 | $10.5K | Buy |
62
+45
| +265% | +$7.59K | ﹤0.01% | 2038 |
|
|
2024
Q3 | $3.11K | Buy |
+17
| New | +$3.11K | ﹤0.01% | 2194 |
|
|
2021
Q2 | – | Sell |
-89
| Closed | -$9K | – | 2960 |
|
|
2021
Q1 | $9K | Buy |
+89
| New | +$9K | ﹤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 | +$7K | ﹤0.01% | 1737 |
|