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Genesis Private Wealth’s W.R. Berkley WRB Stock Holding History

Genesis Private Wealth’s Portfolio WRB Stock Details WRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Sell
5,918
-944
-14% -$69.4K 0.2% 60
2025
Q1 		$488K Sell
6,862
-1,175
-15% -$83.6K 0.26% 52
2024
Q4 		$470K Buy
+8,037
New +$470K 0.26% 51