Geneos Wealth Management’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 | $26.5K | Sell |
214
-351
| -62% | -$43.5K | ﹤0.01% | 1895 |
|
|
2025
Q1 | $63.5K | Buy |
565
+437
| +341% | +$49.1K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $16K | Hold |
128
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q3 | $13.9K | Buy |
+128
| New | +$13.9K | ﹤0.01% | 1706 |
|
|
2021
Q2 | – | Sell |
-31
| Closed | -$2K | – | 3138 |
|
|
2021
Q1 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 2951 |
|
|
2018
Q1 | – | Sell |
-61
| Closed | -$5K | – | 2244 |
|
|
2017
Q4 | $5K | Hold |
61
| – | – | ﹤0.01% | 1840 |
|
|
2017
Q3 | $4K | Hold |
61
| – | – | ﹤0.01% | 1848 |
|
|
2017
Q2 | $4K | Hold |
61
| – | – | ﹤0.01% | 1815 |
|
|
2017
Q1 | $4K | Hold |
61
| – | – | ﹤0.01% | 1763 |
|
|
2016
Q4 | $4K | Hold |
61
| – | – | ﹤0.01% | 1715 |
|
|
2016
Q3 | $3K | Buy |
+61
| New | +$3K | ﹤0.01% | 1722 |
|