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
2025
Q3
$17.7K Sell
2025
Q2
$32K Sell
2025
Q1
$48.5K Buy
2024
Q4
$10.5K Buy
2024
Q3
$3.11K Buy
2021
Q2
Sell
2021
Q1
$9K Buy
2018
Q4
Sell
2018
Q3
$10K Hold
2018
Q2
$8K Hold
2018
Q1
$8K Hold
2017
Q4
$7K Buy