Geneos Wealth Management’s White Mountains Insurance WTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.8K | Sell |
11
-27
| -71% | -$48.5K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $73.2K | Buy |
38
+34
| +850% | +$65.5K | ﹤0.01% | 1726 |
|
|
2024
Q4 | $7.78K | Hold |
4
| – | – | ﹤0.01% | 2158 |
|
|
2024
Q3 | $6.79K | Buy |
+4
| New | +$6.79K | ﹤0.01% | 1966 |
|
|
2021
Q2 | – | Sell |
-39
| Closed | -$45K | – | 3139 |
|
|
2021
Q1 | $45K | Buy |
+39
| New | +$45K | ﹤0.01% | 1695 |
|