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Geneos Wealth Management’s Wells Fargo WFC Stock Holding History

Geneos Wealth Management’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
Q1 		$4.49M Buy
56,381
+802
+1% +$68.9K 0.1% 218
2025
Q4 		$5.18M Buy
55,579
+2,848
+5% +$247K 0.13% 199
2025
Q3 		$4.42M Sell
52,731
-2,176
-4% -$176K 0.11% 221
2025
Q2 		$4.4M Sell
54,907
-47,574
-46% -$3.43M 0.11% 237
2025
Q1 		$7.81M Buy
102,481
+54,946
+116% +$4.13M 0.11% 223
2024
Q4 		$3.34M Sell
47,535
-791
-2% -$54K 0.12% 197
2024
Q3 		$2.73M Buy
48,326
+3,863
+9% +$218K 0.1% 230
2024
Q2 		$2.64M Buy
44,463
+2,764
+7% +$163K 0.12% 205
2024
Q1 		$2.42M Buy
41,699
+1,345
+3% +$70.4K 0.11% 219
2023
Q4 		$1.99M Sell
40,354
-14,950
-27% -$645K 0.1% 231
2023
Q3 		$2.26M Buy
55,304
+3,445
+7% +$149K 0.12% 195
2023
Q2 		$2.21M Buy
51,859
+12,859
+33% +$518K 0.12% 198
2023
Q1 		$1.46M Sell
39,000
-10,275
-21% -$448K 0.09% 243
2022
Q4 		$2.03M Sell
49,275
-408
-0.8% -$18.1K 0.12% 175
2022
Q3 		$2M Sell
49,683
-35,697
-42% -$1.53M 0.14% 162
2022
Q2 		$3.41M Sell
85,380
-5,875
-6% -$258K 0.17% 139
2022
Q1 		$4.42M Sell
91,255
-82,376
-47% -$4.41M 0.19% 127
2021
Q4 		$8.33M Sell
173,631
-41,452
-19% -$2.04M 0.32% 59
2021
Q3 		$10.1M Sell
215,083
-1,188
-0.5% -$55K 0.39% 54
2021
Q2 		$9.75M Sell
216,271
-35,273
-14% -$1.58M 0.38% 55
2021
Q1 		$11.3M Sell
251,544
-9,440
-4% -$334K 0.32% 77
2020
Q4 		$9.19M Buy
260,984
+24,526
+10% +$635K 0.37% 55
2020
Q3 		$5.59M Sell
236,458
-32,447
-12% -$800K 0.29% 78
2020
Q2 		$6.81M Buy
268,905
+181,441
+207% +$4.96M 0.38% 63
2020
Q1 		$2.65M Buy
87,464
+3,923
+5% +$167K 0.18% 129
2019
Q4 		$4.5M Buy
83,541
+1,221
+1% +$64K 0.24% 115
2019
Q3 		$4.17M Sell
82,320
-3,849
-4% -$181K 0.25% 105
2019
Q2 		$4.08M Sell
86,169
-995
-1% -$46.5K 0.25% 107
2019
Q1 		$4.21M Sell
87,164
-4,446
-5% -$219K 0.28% 92
2018
Q4 		$4.19M Sell
91,610
-3,251
-3% -$167K 0.31% 84
2018
Q3 		$4.99M Sell
94,861
-89,748
-49% -$5.12M 0.33% 77
2018
Q2 		$10.2M Buy
184,609
+12,694
+7% +$680K 0.8% 16
2018
Q1 		$9.01M Buy
171,915
+1,910
+1% +$113K 0.79% 19
2017
Q4 		$10.3M Buy
170,005
+2,473
+1% +$140K 0.92% 9
2017
Q3 		$9.24M Buy
167,532
+3,890
+2% +$207K 0.92% 10
2017
Q2 		$9.09M Buy
163,642
+11,883
+8% +$637K 0.93% 12
2017
Q1 		$8.47M Buy
151,759
+69,228
+84% +$3.93M 0.88% 12
2016
Q4 		$4.55M Sell
82,531
-4,899
-6% -$246K 0.6% 40
2016
Q3 		$3.87M Buy
87,430
+1,476
+2% +$70.6K 0.52% 45
2016
Q2 		$4.04M Buy
85,954
+3,558
+4% +$173K 0.59% 33
2016
Q1 		$3.99M Buy
+82,396
New +$4.03M 0.61% 30

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geneos Wealth Management's WFC Position: Q1 2026 in Review

Geneos Wealth Management increased its Wells Fargo (WFC) stake by 1.4% in Q1 2026, buying an estimated $68.9K and bringing the position to 56,381 shares worth $4.49M. The position accounts for 0.1% of the portfolio, ranked #218.

Geneos Wealth Management first reported a position in WFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $11.3M in Q1 2021. 2,800 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Geneos Wealth Management held 56,381 shares of Wells Fargo worth $4.49M as of Q1 2026.
  • Geneos Wealth Management bought 802 Wells Fargo shares in Q1 2026, an estimated $68.9K.
  • Wells Fargo made up 0.1% of Geneos Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Geneos Wealth Management first reported a position in Wells Fargo in Q1 2016 and has held it in 41 quarters since.
  • Geneos Wealth Management's Wells Fargo position peaked at $11.3M in Q1 2021.
  • 2,800 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.