Genesis Private Wealth’s Chubb CB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$277K Buy
957
+13
+1% +$3.77K 0.13% 103
2025
Q1
$285K Buy
944
+47
+5% +$14.2K 0.15% 86
2024
Q4
$248K Buy
+897
New +$248K 0.14% 100