GeoWealth Management’s Chubb CB Stock Holding History

GeoWealth Management’s Portfolio CB Stock Details CB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Sell
2025 Q1	$4.52M	Buy
2024 Q4	$3.43M	Buy
2024 Q3	$1.02M	Sell
2024 Q2	$943K	Buy
2024 Q1	$871K	Buy
2023 Q4	$640K	Buy
2023 Q3	$573K	Buy
2023 Q2	$3K	Buy