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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$378K Buy
4,715
+1,621
+52% +$130K 0.18% 68
2025
Q1 		$222K Buy
+3,094
New +$222K 0.12% 128