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Genesis Private Wealth’s Wells Fargo WFC Stock Holding History

Genesis Private Wealth’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$460K Sell
5,569
-27
-0.5% -$2.17K 0.13% 93
2026
Q1 		$445K Buy
5,596
+94
+2% +$8.07K 0.14% 90
2025
Q4 		$513K Sell
5,502
-13
-0.2% -$1.13K 0.16% 88
2025
Q3 		$462K Buy
5,515
+800
+17% +$64.9K 0.19% 64
2025
Q2 		$378K Buy
4,715
+1,621
+52% +$117K 0.18% 68
2025
Q1 		$222K Buy
+3,094
New +$232K 0.12% 128

Other funds holding WFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
DJC
Daily Journal Corp Los Angeles, California $257M AUM 13.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SL
Summitry LLC Foster City, California $3.04B AUM 17.05% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Genesis Private Wealth's WFC Position: Q2 2026 in Review

Genesis Private Wealth reduced its Wells Fargo (WFC) stake by 0.48% in Q2 2026, selling an estimated $2.17K and leaving 5,569 shares worth $460K. The position accounts for 0.13% of the portfolio, ranked #93.

Genesis Private Wealth first reported a position in WFC in Q1 2025 and has held it in 6 quarters since. The position peaked at $513K in Q4 2025. 644 funds tracked by Wall St. Rank hold WFC as of Q2 2026.

  • Genesis Private Wealth held 5,569 shares of Wells Fargo worth $460K as of Q2 2026.
  • Genesis Private Wealth sold 27 Wells Fargo shares in Q2 2026, an estimated $2.17K.
  • Wells Fargo made up 0.13% of Genesis Private Wealth's portfolio in Q2 2026, its #93 holding.
  • Genesis Private Wealth first reported a position in Wells Fargo in Q1 2025 and has held it in 6 quarters since.
  • Genesis Private Wealth's Wells Fargo position peaked at $513K in Q4 2025.
  • 644 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.