Geller Advisors’s Wells Fargo WFC Stock Holding History

Geller Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$235K	Buy	+3,342	New	+$228K	0.02%	233
2024 Q3	–	Sell	-3,450	Closed	-$205K	–	290
2024 Q2	$205K	Buy	+3,450	New	+$204K	0.02%	260
2023 Q2	–	Sell	-5,677	Closed	-$212K	–	257
2023 Q1	$212K	Buy	+5,677	New	+$247K	0.03%	166
2020 Q1	–	Sell	-3,923	Closed	-$211K	–	80
2019 Q4	$211K	Buy	+3,923	New	+$205K	0.06%	53
2014 Q4	–	Sell	-7,094	Closed	-$368K	–	45
2014 Q3	$368K	Buy	+7,094	New	+$365K	0.21%	24

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geller Advisors's WFC Position: Q4 2024 in Review

Geller Advisors opened a new position in Wells Fargo (WFC) in Q4 2024: 3,342 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #233 among its holdings. This is a return to the name: Geller Advisors previously reported a position in WFC as recently as Q2 2024.

Geller Advisors first reported a position in WFC in Q3 2014 and has held it in 5 quarters since. The position peaked at $368K in Q3 2014. 2,556 funds tracked by Wall St. Rank hold WFC as of Q4 2024.

Geller Advisors held 3,342 shares of Wells Fargo worth $235K as of Q4 2024.
Wells Fargo was a new Geller Advisors position in Q4 2024.
Wells Fargo made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #233 holding.
Geller Advisors first reported a position in Wells Fargo in Q3 2014 and has held it in 5 quarters since.
Geller Advisors's Wells Fargo position peaked at $368K in Q3 2014.
2,556 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.