Geneos Wealth Management
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Geneos Wealth Management’s Wintrust Financial WTFC Stock Holding History

Geneos Wealth Management’s Portfolio WTFC Stock Details WTFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$158K Buy
1,113
+1,068
+2,373% +$166K ﹤0.01% 1187
2026
Q2 		$7.23K Buy
45
+10
+29% +$1.5K ﹤0.01% 2094
2026
Q1 		$4.86K Hold
35
– – ﹤0.01% 2166
2025
Q4 		$4.89K Buy
+35
New +$4.66K ﹤0.01% 2149
2025
Q3 		– Sell
-214
Closed -$26.5K – 3210
2025
Q2 		$26.5K Sell
214
-2
-0.9% -$229 ﹤0.01% 1895
2025
Q1 		$24.3K Buy
216
+88
+69% +$10.9K ﹤0.01% 1859
2024
Q4 		$16K Hold
128
– – ﹤0.01% 1836
2024
Q3 		$13.9K Buy
+128
New +$13.3K ﹤0.01% 1706
2021
Q2 		– Sell
-31
Closed -$2K – 3138
2021
Q1 		$2K Buy
+31
New +$2.22K ﹤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 +$3.28K ﹤0.01% 1722

Other funds holding WTFC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geneos Wealth Management's WTFC Position: Q3 2026 in Review

Geneos Wealth Management increased its Wintrust Financial (WTFC) stake by 2,373% in Q3 2026, buying an estimated $166K and bringing the position to 1,113 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Geneos Wealth Management first reported a position in WTFC in Q3 2016 and has held it in 15 quarters since. 418 funds tracked by Wall St. Rank hold WTFC as of Q3 2026.

  • Geneos Wealth Management held 1,113 shares of Wintrust Financial worth $158K as of Q3 2026.
  • Geneos Wealth Management bought 1,068 Wintrust Financial shares in Q3 2026, an estimated $166K.
  • Wintrust Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q3 2026, its #1187 holding.
  • Geneos Wealth Management first reported a position in Wintrust Financial in Q3 2016 and has held it in 15 quarters since.
  • 418 funds tracked by Wall St. Rank held Wintrust Financial as of Q3 2026.

Based on Geneos Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.