Geneos Wealth Management’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65K | Sell |
30
-60
| -67% | -$3.3K | ﹤0.01% | 2860 |
|
|
2025
Q1 | $4.67K | Buy |
90
+69
| +329% | +$3.58K | ﹤0.01% | 2763 |
|
|
2024
Q4 | $1.12K | Hold |
21
| – | – | ﹤0.01% | 2744 |
|
|
2024
Q3 | $1.07K | Buy |
+21
| New | +$1.07K | ﹤0.01% | 2436 |
|
|
2022
Q3 | – | Sell |
-3,600
| Closed | -$147K | – | 2617 |
|
|
2022
Q2 | $147K | Hold |
3,600
| – | – | 0.01% | 863 |
|
|
2022
Q1 | $167K | Buy |
+3,600
| New | +$167K | 0.01% | 870 |
|
|
2021
Q2 | – | Sell |
-109
| Closed | -$5K | – | 3137 |
|
|
2021
Q1 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 2682 |
|