Geneos Wealth Management Inc. Berkshire Hathaway Inc Class B Transaction History

Geneos Wealth Management Inc.

  • $2.88 Billion
  • Q1 2025

A detailed history of Geneos Wealth Management Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 52,112 shares of BRK-B stock, worth $25.3 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
52,112
Previous 68,808 24.26%
Holding current value
$25.3 Million
Previous $36.6 Million 24.27%
% of portfolio
0.96%
Previous 1.0%

Shares

38 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 21, 2025
SELL
$442.66 - $534.52 $7.39 Million - $8.92 Million
-16,696 Reduced 24.26%
52,112 $27.8 Million
Q1 2025

May 07, 2025
BUY
$442.66 - $534.52 $8.8 Million - $10.6 Million
19,878 Added 40.63%
68,808 $36.6 Million
Q4 2024

Jan 21, 2025
SELL
$442.29 - $483.08 $191,511 - $209,173
-433 Reduced 0.88%
48,930 $22.2 Million
Q3 2024

Nov 14, 2024
BUY
$405.19 - $478.57 $1.19 Million - $1.4 Million
2,926 Added 6.3%
49,363 $22.7 Million
Q2 2024

Jul 23, 2024
BUY
$396.73 - $420.24 $1.01 Million - $1.07 Million
2,554 Added 5.82%
46,437 $18.9 Million
Q1 2024

May 03, 2024
BUY
$359.29 - $420.52 $1.02 Million - $1.19 Million
2,837 Added 6.91%
43,883 $18.5 Million
Q4 2023

Jan 26, 2024
BUY
$331.71 - $362.68 $2.72 Million - $2.98 Million
8,206 Added 24.99%
41,046 $14.6 Million
Q3 2023

Oct 11, 2023
BUY
$340.9 - $370.48 $789,183 - $857,661
2,315 Added 7.58%
32,840 $11.5 Million
Q2 2023

Aug 08, 2023
BUY
$309.07 - $341.0 $1.12 Million - $1.23 Million
3,609 Added 13.41%
30,525 $10.4 Million
Q1 2023

Apr 25, 2023
BUY
$293.51 - $320.37 $957,136 - $1.04 Million
3,261 Added 13.79%
26,916 $8.31 Million
Q4 2022

Jan 30, 2023
BUY
$264.0 - $318.6 $743,160 - $896,859
2,815 Added 13.51%
23,655 $7.31 Million
Q3 2022

Nov 14, 2022
SELL
$264.32 - $306.65 $6.95 Million - $8.07 Million
-26,302 Reduced 55.79%
20,840 $5.56 Million
Q2 2022

Jul 22, 2022
BUY
$267.52 - $353.1 $302,565 - $399,356
1,131 Added 2.46%
47,142 $12.9 Million
Q1 2022

May 16, 2022
SELL
$300.79 - $359.57 $90,537 - $108,230
-301 Reduced 0.65%
46,011 $16.2 Million
Q4 2021

Feb 09, 2022
BUY
$273.64 - $300.17 $590,788 - $648,067
2,159 Added 4.89%
46,312 $13.8 Million
Q3 2021

Nov 09, 2021
BUY
$272.66 - $291.28 $153,234 - $163,699
562 Added 1.29%
44,153 $12.2 Million
Q2 2021

Jul 08, 2021
SELL
$258.2 - $292.52 $13.5 Million - $15.3 Million
-52,436 Reduced 54.61%
43,591 $12.2 Million
Q1 2021

Jun 17, 2021
SELL
$227.36 - $263.99 $429,937 - $499,205
-1,891 Reduced 1.93%
96,027 $26.4 Million
Q4 2020

May 19, 2021
BUY
$200.7 - $233.92 $11 Million - $12.8 Million
54,754 Added 126.85%
97,918 $15.2 Million
Q3 2020

Sep 07, 2021
SELL
$177.99 - $221.68 $359,183 - $447,350
-2,018 Reduced 4.47%
43,164 $9.08 Million
Q2 2020

Sep 07, 2021
SELL
$169.25 - $201.56 $222,902 - $265,454
-1,317 Reduced 2.83%
45,182 $7.92 Million
Q1 2020

Sep 07, 2021
SELL
$162.13 - $230.2 $143,647 - $203,957
-886 Reduced 1.87%
46,499 $8.35 Million
Q4 2019

Sep 07, 2021
SELL
$203.1 - $227.05 $161,870 - $180,958
-797 Reduced 1.65%
47,385 $10.7 Million
Q3 2019

Sep 07, 2021
BUY
$195.81 - $215.25 $567,653 - $624,009
2,899 Added 6.4%
48,182 $10 Million
Q2 2019

Sep 07, 2021
SELL
$197.42 - $218.6 $448,538 - $496,659
-2,272 Reduced 4.78%
45,283 $9.65 Million
Q1 2019

Sep 07, 2021
SELL
$191.66 - $209.19 $574 - $627
-3 Reduced 0.01%
47,555 $9.55 Million
Q4 2018

Sep 07, 2021
BUY
$187.76 - $223.76 $116,223 - $138,507
619 Added 1.32%
47,558 $9.61 Million
Q3 2018

Sep 07, 2021
SELL
$186.02 - $221.68 $45,574 - $54,311
-245 Reduced 0.52%
46,939 $10.1 Million
Q2 2018

Sep 07, 2021
BUY
$184.91 - $201.2 $13,128 - $14,285
71 Added 0.15%
47,184 $8.8 Million
Q1 2018

Sep 07, 2021
SELL
$191.42 - $217.25 $362,166 - $411,037
-1,892 Reduced 3.86%
47,113 $9.39 Million
Q4 2017

Sep 07, 2021
BUY
$181.06 - $199.56 $210,210 - $231,689
1,161 Added 2.43%
49,005 $9.71 Million
Q3 2017

Sep 07, 2021
BUY
$173.99 - $183.82 $109,613 - $115,806
630 Added 1.33%
47,844 $8.77 Million
Q2 2017

Sep 07, 2021
BUY
N/A
1,162 Added 2.52%
47,214 $8 Million
Q1 2017

Sep 07, 2021
BUY
N/A
3,914 Added 9.29%
46,052 $7.68 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-2,815 Reduced 6.26%
42,138 $6.87 Million
Q3 2016

Sep 07, 2021
SELL
N/A
-987 Reduced 2.15%
44,953 $6.49 Million
Q2 2016

Sep 07, 2021
BUY
N/A
696 Added 1.54%
45,940 $6.61 Million
Q1 2016

Sep 07, 2021
BUY
N/A
45,244
45,244 $6.51 Million

Others Institutions Holding BRK-B

# of Institutions
4,958
Shares Held
873M
Call Options Held
19.4M
Put Options Held
12.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $631B
More about BRK-B
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email