Beta Wealth Group, Inc.
- SEC CIK
- 0001594417
- Latest filing
- Jul 24, 2026
GWRE holding history
Guidewire Software, Inc. in every 13F filed by Beta Wealth Group, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
GWRE overviewAll 13F holders of GWREFull Q2 2026 holdings
- Shares (Q2 2026)
- 2,000
- Value
- $246.1K
- % of portfolio
- 0.1%
- Quarters held
- 9
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,000 | $246.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2026 | 2,000 | $299.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2025 | 2,000 | $402.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2025 | 2,000 | $459.7K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 2,000 | $470.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 2,000 | $374.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 2,000 | $337.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 2,000 | $365.9K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 2,000 | $275.8K | 0.1% | +2,000 | New | Holders |