Geneos Wealth Management’s Wintrust Financial WTFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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 -351	-62%	-$40.3K	﹤0.01%	1895
2025 Q1	$63.5K	Buy	565 +437	+341%	+$54K	﹤0.01%	1784
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