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Gen-Wealth Partners’s Wells Fargo WFC Stock Holding History

Gen-Wealth Partners’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
2026
Q2 		$202K Sell
2,448
-81
-3% -$6.51K 0.06% 239
2026
Q1 		$201K Sell
2,529
-248
-9% -$21.3K 0.06% 248
2025
Q4 		$259K Sell
2,777
-197
-7% -$17.1K 0.08% 235
2025
Q3 		$249K Buy
2,974
+1,489
+100% +$121K 0.08% 218
2025
Q2 		$119K Sell
1,485
-61
-4% -$4.4K 0.05% 267
2025
Q1 		$111K Sell
1,546
-161
-9% -$12.1K 0.05% 265
2024
Q4 		$120K Buy
1,707
+1,207
+241% +$82.4K 0.05% 265
2024
Q3 		$32.7K Hold
500
– – 0.01% 415
2024
Q2 		$29.7K Hold
500
– – 0.01% 412
2024
Q1 		$29K Buy
+500
New +$26.2K 0.01% 410

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gen-Wealth Partners's WFC Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Wells Fargo (WFC) stake by 3.2% in Q2 2026, selling an estimated $6.51K and leaving 2,448 shares worth $202K. The position accounts for 0.06% of the portfolio, ranked #239.

Gen-Wealth Partners first reported a position in WFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $259K in Q4 2025. 2,871 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Gen-Wealth Partners held 2,448 shares of Wells Fargo worth $202K as of Q2 2026.
  • Gen-Wealth Partners sold 81 Wells Fargo shares in Q2 2026, an estimated $6.51K.
  • Wells Fargo made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #239 holding.
  • Gen-Wealth Partners first reported a position in Wells Fargo in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Wells Fargo position peaked at $259K in Q4 2025.
  • 2,871 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.