Geneos Wealth Management’s W.R. Berkley WRB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $167K | Sell |
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|
2025
Q2 | $177K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $124K | Buy |
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|
2024
Q3 | $97.4K | Buy |
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|
2024
Q2 | $72.5K | Buy |
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|
2024
Q1 | $81.4K | Buy |
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|
2023
Q4 | $65.1K | Buy |
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|
2023
Q3 | $58.1K | Hold |
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|
2023
Q2 | $24.2K | Buy |
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|
2023
Q1 | $56.9K | Buy |
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|
2022
Q4 | $66.1K | Buy |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $105K | Buy |
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|
2021
Q4 | $86K | Buy |
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|
2021
Q3 | $78K | Buy |
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|
2021
Q2 | $79K | Sell |
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|
2021
Q1 | $240K | Buy |
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|
2020
Q4 | $79K | Buy |
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|
2020
Q3 | $48K | Hold |
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|
2020
Q2 | $44K | Buy |
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|
2020
Q1 | $40K | Buy |
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|
2019
Q4 | $53K | Buy |
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|
2019
Q3 | $55K | Buy |
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|
2019
Q2 | $50K | Buy |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $37K | Buy |
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|
2018
Q3 | $39K | Buy |
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|
2018
Q2 | $36K | Buy |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $35K | Buy |
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|
2017
Q3 | $32K | Sell |
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|
2017
Q2 | $41K | Buy |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $33K | Buy |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q2 | $28K | Buy |
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|
2016
Q1 | $26K | Buy |
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