Geneos Wealth Management Inc.

Position in BRK-B — Berkshire Hathaway Inc

CIK 1764754 ENGLEWOOD, CO

Back to BRK-B Full portfolio

Position in BRK-B

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$32,956,686

-$527,414 QoQ

Shares Held

65,862

-5.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#707

of 4,950 holders

Holding Since

Mar 2020

26 quarters on record

Common Shares in BRK-B Over Time

Shares Held

Position Value (USD)

Position in Insurance - Diversified

Financial Services · as of Jun 30, 2026

Geneos Wealth Management Inc. holds $34,888,606 across 6 Insurance - Diversified names. BRK-B ranks #1 (94.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BRK-B	Berkshire Hathaway Inc This page	65,862	$32,956,686
2	HIG	Hartford Insurance Group, Inc.	12,043	$1,595,938
3	AIG	American International Group, Inc.	2,286	$170,375
4	IGIC	International General Insurance Holdings Ltd.	5,135	$134,382
5	SLF	Sun Life Financial Inc	241	$18,899
6	ACGL	Arch Capital Group Ltd.	127	$12,326

All Filings in BRK-B

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,956,686	65,862	-5.7%	Shares	Sole	2026-08-06
2026-03-31	$33,484,100	69,875	+1.1%	Shares	Sole	2026-05-05
2025-12-31	$34,753,723	69,141	-5.7%	Shares	Sole	2026-01-28
2025-09-30	$36,863,410	73,325	-2.1%	Shares	Sole	2025-10-22
2025-06-30	$36,382,715	74,897	+8.8%	Shares	Sole	2025-08-18
2025-03-31	$36,645,764	68,808	+40.6%	Shares	Sole	2025-05-08
2024-12-31	$22,178,990	48,930	-0.9%	Shares	Sole	2025-01-21
2024-09-30	$22,719,814	49,363	+6.3%	Shares	Sole	2024-11-14
2024-06-30	$18,890,571	46,437	+5.8%	Shares	Sole	2024-07-23
2024-03-31	$18,453,679	43,883	+6.9%	Shares	Sole	2024-05-03
2023-12-31	$14,639,466	41,046	+25.0%	Shares	Sole	2024-01-26
2023-09-30	$11,503,852	32,840	+7.6%	Shares	Sole	2023-10-11
2023-06-30	$10,409,025	30,525	+13.4%	Shares	Sole	2023-08-08
2023-03-31	$8,310,853	26,916	+13.8%	Shares	Sole	2023-04-25
2022-12-31	$7,307,029	23,655	+13.5%	Shares	Sole	2023-01-31
2022-09-30	$5,564,696	20,840	-55.8%	Shares	Sole	2022-11-14
2022-06-30 BRK-A	$2,453,700	6	0.0%	Shares	Sole	2022-07-22
2022-06-30	$12,870,708	47,142	+2.5%	Shares	Sole	2022-07-22
2022-03-31 BRK-A	$3,173,526	6	-14.3%	Shares	Sole	2022-05-16
2022-03-31	$16,237,742	46,011	-0.6%	Shares	Sole	2022-05-16
2021-12-31 BRK-A	$3,154,634	7	0.0%	Shares	Sole	2022-02-09
2021-12-31	$13,847,288	46,312	+4.9%	Shares	Sole	2022-02-09
2021-09-30 BRK-A	$2,879,653	7	0.0%	Shares	Sole	2021-11-09
2021-09-30	$12,051,119	44,153	+1.3%	Shares	Sole	2021-11-09
2021-06-30 BRK-A	$2,930,207	7	-12.5%	Shares	Sole	2021-07-08
2021-06-30	$12,114,810	43,591	-54.6%	Shares	Sole	2021-07-08
2021-03-31 BRK-A	$3,085,616	8	0.0%	Shares	Sole	2021-06-17
2021-03-31	$24,532,017	96,027	-1.9%	Shares	Sole	2021-06-17
2020-12-31 BRK-A	$2,782,520	8	0.0%	Shares	Sole	2021-05-19
2020-12-31	$22,704,246	97,918	+126.9%	Shares	Sole	2021-05-19
2020-09-30 BRK-A	$2,560,008	8	-20.0%	Shares	Sole	2021-09-07
2020-09-30	$9,191,342	43,164	-4.5%	Shares	Sole	2021-09-07
2020-06-30 BRK-A	$2,673,000	10	+25.0%	Shares	Sole	2021-09-07
2020-06-30	$8,065,438	45,182	-2.8%	Shares	Sole	2021-09-07
2020-03-31 BRK-A	$2,176,000	8	—	Shares	Sole	2021-09-07
2020-03-31	$8,501,412	46,499	—	Shares	Sole	2021-09-07
No filing history on record for this holder in this stock.