Gen-Wealth Partners’s Wintrust Financial WTFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24.3K Buy
196
+48
+32% +$5.95K 0.01% 398
2025
Q1
$16.6K Hold
148
0.01% 417
2024
Q4
$18.5K Hold
148
0.01% 431
2024
Q3
$17.4K Buy
+148
New +$17.4K 0.01% 452