Geneos Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Sell |
54,907
-47,574
| -46% | -$3.81M | 0.11% | 237 |
|
|
2025
Q1 | $7.81M | Buy |
102,481
+54,946
| +116% | +$4.18M | 0.11% | 223 |
|
|
2024
Q4 | $3.34M | Sell |
47,535
-791
| -2% | -$55.6K | 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% | +$164K | 0.12% | 205 |
|
|
2024
Q1 | $2.42M | Buy |
41,699
+1,345
| +3% | +$78K | 0.11% | 219 |
|
|
2023
Q4 | $1.99M | Sell |
40,354
-14,950
| -27% | -$736K | 0.1% | 231 |
|
|
2023
Q3 | $2.26M | Buy |
55,304
+3,445
| +7% | +$141K | 0.12% | 195 |
|
|
2023
Q2 | $2.21M | Buy |
51,859
+12,859
| +33% | +$549K | 0.12% | 198 |
|
|
2023
Q1 | $1.46M | Sell |
39,000
-10,275
| -21% | -$384K | 0.09% | 243 |
|
|
2022
Q4 | $2.03M | Sell |
49,275
-408
| -0.8% | -$16.8K | 0.12% | 175 |
|
|
2022
Q3 | $2M | Sell |
49,683
-35,697
| -42% | -$1.44M | 0.14% | 162 |
|
|
2022
Q2 | $3.41M | Sell |
85,380
-5,875
| -6% | -$235K | 0.17% | 139 |
|
|
2022
Q1 | $4.42M | Sell |
91,255
-82,376
| -47% | -$3.99M | 0.19% | 127 |
|
|
2021
Q4 | $8.33M | Sell |
173,631
-41,452
| -19% | -$1.99M | 0.32% | 59 |
|
|
2021
Q3 | $10.1M | Sell |
215,083
-1,188
| -0.5% | -$55.9K | 0.39% | 54 |
|
|
2021
Q2 | $9.75M | Sell |
216,271
-35,273
| -14% | -$1.59M | 0.38% | 55 |
|
|
2021
Q1 | $11.3M | Sell |
251,544
-9,440
| -4% | -$425K | 0.32% | 77 |
|
|
2020
Q4 | $9.19M | Buy |
260,984
+24,526
| +10% | +$864K | 0.37% | 55 |
|
|
2020
Q3 | $5.59M | Sell |
236,458
-32,447
| -12% | -$767K | 0.29% | 78 |
|
|
2020
Q2 | $6.81M | Buy |
268,905
+181,441
| +207% | +$4.6M | 0.38% | 63 |
|
|
2020
Q1 | $2.65M | Buy |
87,464
+3,923
| +5% | +$119K | 0.18% | 129 |
|
|
2019
Q4 | $4.5M | Buy |
83,541
+1,221
| +1% | +$65.8K | 0.24% | 115 |
|
|
2019
Q3 | $4.17M | Sell |
82,320
-3,849
| -4% | -$195K | 0.25% | 105 |
|
|
2019
Q2 | $4.08M | Sell |
86,169
-995
| -1% | -$47.1K | 0.25% | 107 |
|
|
2019
Q1 | $4.21M | Sell |
87,164
-4,446
| -5% | -$215K | 0.28% | 92 |
|
|
2018
Q4 | $4.19M | Sell |
91,610
-3,251
| -3% | -$149K | 0.31% | 84 |
|
|
2018
Q3 | $4.99M | Sell |
94,861
-89,748
| -49% | -$4.72M | 0.33% | 77 |
|
|
2018
Q2 | $10.2M | Buy |
184,609
+12,694
| +7% | +$704K | 0.8% | 16 |
|
|
2018
Q1 | $9.01M | Buy |
171,915
+1,910
| +1% | +$100K | 0.79% | 19 |
|
|
2017
Q4 | $10.3M | Buy |
170,005
+2,473
| +1% | +$150K | 0.92% | 9 |
|
|
2017
Q3 | $9.24M | Buy |
167,532
+3,890
| +2% | +$215K | 0.92% | 10 |
|
|
2017
Q2 | $9.09M | Buy |
163,642
+11,883
| +8% | +$660K | 0.93% | 12 |
|
|
2017
Q1 | $8.47M | Buy |
151,759
+69,228
| +84% | +$3.86M | 0.88% | 12 |
|
|
2016
Q4 | $4.55M | Sell |
82,531
-4,899
| -6% | -$270K | 0.6% | 40 |
|
|
2016
Q3 | $3.87M | Buy |
87,430
+1,476
| +2% | +$65.4K | 0.52% | 45 |
|
|
2016
Q2 | $4.04M | Buy |
85,954
+3,558
| +4% | +$167K | 0.59% | 33 |
|
|
2016
Q1 | $3.99M | Buy |
+82,396
| New | +$3.99M | 0.61% | 30 |
|