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Genus Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Genus Capital Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-738
Closed -$335K – 216
2024
Q4 		$335K Hold
738
– – 0.05% 158
2024
Q3 		$340K Hold
738
– – 0.04% 164
2024
Q2 		$300K Buy
+738
New +$302K 0.04% 165
2024
Q1 		– Sell
-845
Closed -$301K – 229
2023
Q4 		$301K Buy
+845
New +$297K 0.04% 165

Other funds holding BRK.B

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Genus Capital Management's BRK.B Position: Q1 2026 in Review

Genus Capital Management sold out of Berkshire Hathaway Class B (BRK.B) in Q1 2026, closing a stake of 575 shares — an estimated $289K sold.

Genus Capital Management first reported a position in BRK.B in Q2 2023 and held it in 7 quarters. The position peaked at $4.31M in Q3 2023. 4,856 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

  • Genus Capital Management reported no remaining Berkshire Hathaway Class B position as of Q1 2026 after selling out during the quarter.
  • Genus Capital Management sold 575 Berkshire Hathaway Class B shares in Q1 2026, an estimated $289K.
  • Genus Capital Management first reported a position in Berkshire Hathaway Class B in Q2 2023 and held it in 7 quarters.
  • Genus Capital Management's Berkshire Hathaway Class B position peaked at $4.31M in Q3 2023.
  • 4,856 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.