Genesis Wealth Advisors’s Wells Fargo WFC Stock Holding History

Genesis Wealth Advisors’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
2015 Q2	$105K	Buy	1,865 +225	+14%	+$12.5K	0.09%	112
2015 Q1	$88.5K	Hold	1,640	–	–	0.07%	137
2014 Q4	$90.8K	Buy	+1,640	New	+$86.8K	0.07%	151

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's WFC Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Wells Fargo (WFC) stake by 14% in Q2 2015, buying an estimated $12.5K and bringing the position to 1,865 shares worth $105K. The position accounts for 0.09% of the portfolio, ranked #112.

Genesis Wealth Advisors first reported a position in WFC in Q4 2014 and has held it in 3 quarters since. 1,828 funds tracked by Wall St. Rank hold WFC as of Q2 2015.

Genesis Wealth Advisors held 1,865 shares of Wells Fargo worth $105K as of Q2 2015.
Genesis Wealth Advisors bought 225 Wells Fargo shares in Q2 2015, an estimated $12.5K.
Wells Fargo made up 0.09% of Genesis Wealth Advisors's portfolio in Q2 2015, its #112 holding.
Genesis Wealth Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 3 quarters since.
1,828 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.