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

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

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 48,930 shares of BRK-B stock, worth $22.6 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
48,930
Previous 49,363 0.88%
Holding current value
$22.6 Million
Previous $22.7 Million 2.38%
% of portfolio
0.8%
Previous 0.87%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,415
Shares Held
833M
Call Options Held
21M
Put Options Held
13M
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 $600B
More about BRK-B
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