Berkshire Hathaway shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $37M | 73k | 502.74 |
| 2025-06-30 | $36M | 75k | 485.77 |
| 2025-03-31 | $37M | 69k | 532.58 |
| 2024-12-31 | $22M | 49k | 453.28 |
| 2024-09-30 | $23M | 49k | 460.26 |
| 2024-06-30 | $19M | 46k | 406.80 |
| 2024-03-31 | $19M | 44k | 420.52 |
| 2023-12-31 | $15M | 41k | 356.66 |
| 2023-09-30 | $12M | 33k | 350.29 |
| 2023-06-30 | $10M | 31k | 340.99 |
| 2023-03-31 | $8.3M | 27k | 308.77 |
| 2022-12-31 | $7.3M | 24k | 308.90 |
| 2022-09-30 | $5.6M | 21k | 266.99 |
| 2022-06-30 | $13M | 47k | 277.48 |
| 2022-03-31 | $16M | 46k | 352.89 |
| 2021-12-31 | $14M | 46k | 298.99 |
| 2021-09-30 | $12M | 44k | 275.70 |
| 2021-06-30 | $12M | 44k | 279.12 |
| 2021-03-31 | $26M | 96k | 274.94 |
| 2020-12-31 | $15M | 98k | 154.97 |
| 2020-09-30 | $9.1M | 43k | 210.43 |
| 2020-06-30 | $7.9M | 45k | 175.36 |
| 2020-03-31 | $8.4M | 47k | 179.66 |
| 2019-12-31 | $11M | 47k | 226.13 |
| 2019-09-30 | $10M | 48k | 207.44 |
| 2019-06-30 | $9.7M | 45k | 213.15 |
| 2019-03-31 | $9.6M | 48k | 200.88 |
| 2018-12-31 | $9.6M | 48k | 202.07 |
| 2018-09-30 | $10M | 47k | 214.11 |
| 2018-06-30 | $8.8M | 47k | 186.59 |
| 2018-03-31 | $9.4M | 47k | 199.35 |
| 2017-12-31 | $9.7M | 49k | 198.20 |
| 2017-09-30 | $8.8M | 48k | 183.30 |
| 2017-06-30 | $8.0M | 47k | 169.36 |
| 2017-03-31 | $7.7M | 46k | 166.68 |
| 2016-12-31 | $6.9M | 42k | 162.96 |
| 2016-09-30 | $6.5M | 45k | 144.46 |
| 2016-06-30 | $6.6M | 46k | 143.95 |
| 2016-03-31 | $6.5M | 45k | 143.78 |