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Livermore
Livermore
ZHEN

Geometric Wealth Advisors

SEC CIK
0001900576
Latest filing
Aug 11, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Geometric Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
1,047
Value
$523.9K
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of BRK.B by Geometric Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,047$523.9K0.1%+9+0.9%AddedHolders
Q1 20261,038$497.4K0.1%+51+5.2%AddedHolders
Q4 2025987$496.1K0.1%−143−12.7%ReducedHolders
Q3 20251,130$568.1K0.1%00.0%UnchangedHolders
Q2 20251,130$548.9K0.1%+16+1.4%AddedHolders
Q1 20251,114$593.3K0.1%−18−1.6%ReducedHolders
Q4 20241,132$513.1K0.1%+23+2.1%AddedHolders
Q3 20241,109$510.4K0.1%00.0%UnchangedHolders
Q2 20241,109$451.1K0.1%00.0%UnchangedHolders
Q1 20241,109$466.4K0.1%00.0%UnchangedHolders
Q4 20231,109$395.5K0.1%−35−3.1%ReducedHolders
Q3 20231,144$400.7K0.1%+300+35.5%AddedHolders
Q2 2023844$287.9K0.1%00.0%UnchangedHolders
Q1 2023844$275.3K0.1%00.0%UnchangedHolders
Q4 2022844$260.7K0.1%−39−4.4%ReducedHolders
Q3 2022883$236.0K0.1%00.0%UnchangedHolders
Q2 2022883$241.0K0.1%−9−1.0%ReducedHolders
Q1 2022892$315.0K0.9%+9+1.0%AddedHolders
Q4 2021883$264.0K0.1%–No prior filingHolders