Geneos Wealth Management’s Guidewire Software GWRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $9.04K | Sell |
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|
2025
Q3 | $17.7K | Sell |
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|
2025
Q2 | $32K | Sell |
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|
2025
Q1 | $48.5K | Buy |
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|
2024
Q4 | $10.5K | Buy |
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|
2024
Q3 | $3.11K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $9K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $8K | Hold |
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|
2018
Q1 | $8K | Hold |
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|
2017
Q4 | $7K | Buy |
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