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Geneos Wealth Management’s Woori Financial WF Stock Holding History

Geneos Wealth Management’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-20
Closed -$995 – 3196
2025
Q2 		$995 Buy
+20
New +$791 ﹤0.01% 2984
2022
Q2 		– Sell
-50
Closed -$1K – 2808
2022
Q1 		$1K Buy
+50
New +$1.81K ﹤0.01% 2711

Other funds holding WF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Geneos Wealth Management's WF Position: Q3 2025 in Review

Geneos Wealth Management sold out of Woori Financial (WF) in Q3 2025, closing a stake of 20 shares — an estimated $995 sold.

Geneos Wealth Management first reported a position in WF in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 145 funds tracked by Wall St. Rank hold WF as of Q3 2025.

  • Geneos Wealth Management reported no remaining Woori Financial position as of Q3 2025 after selling out during the quarter.
  • Geneos Wealth Management sold 20 Woori Financial shares in Q3 2025, an estimated $995.
  • Geneos Wealth Management first reported a position in Woori Financial in Q1 2022 and held it in 2 quarters.
  • Geneos Wealth Management's Woori Financial position peaked at $1K in Q1 2022.
  • 145 funds tracked by Wall St. Rank held Woori Financial as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.