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 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	+$2.21K	﹤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%	1721

Other funds holding WTFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geneos Wealth Management's WTFC Position: Q2 2026 in Review

Geneos Wealth Management increased its Wintrust Financial (WTFC) stake by 29% in Q2 2026, buying an estimated $1.5K and bringing the position to 45 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2094.

Geneos Wealth Management first reported a position in WTFC in Q3 2016 and has held it in 14 quarters since. The position peaked at $26.5K in Q2 2025. 600 funds tracked by Wall St. Rank hold WTFC as of Q2 2026.

Geneos Wealth Management held 45 shares of Wintrust Financial worth $7.23K as of Q2 2026.
Geneos Wealth Management bought 10 Wintrust Financial shares in Q2 2026, an estimated $1.5K.
Wintrust Financial made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #2094 holding.
Geneos Wealth Management first reported a position in Wintrust Financial in Q3 2016 and has held it in 14 quarters since.
Geneos Wealth Management's Wintrust Financial position peaked at $26.5K in Q2 2025.
600 funds tracked by Wall St. Rank held Wintrust Financial as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.