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Genus Capital Management’s Wells Fargo WFC Stock Holding History

Genus Capital Management’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
Q1 		– Sell
-39,800
Closed -$3.71M – 236
2025
Q4 		$3.71M Buy
39,800
+30,500
+328% +$2.65M 0.43% 74
2025
Q3 		$780K Buy
+9,300
New +$754K 0.09% 145
2024
Q2 		– Sell
-72,400
Closed -$4.27M – 384
2024
Q1 		$4.2M Buy
+72,400
New +$3.79M 0.54% 59

Other funds holding WFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Genus Capital Management's WFC Position: Q1 2026 in Review

Genus Capital Management sold out of Wells Fargo (WFC) in Q1 2026, closing a stake of 39,800 shares — an estimated $3.71M sold.

Genus Capital Management first reported a position in WFC in Q1 2024 and held it in 3 quarters. The position peaked at $4.2M in Q1 2024. 2,814 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • Genus Capital Management reported no remaining Wells Fargo position as of Q1 2026 after selling out during the quarter.
  • Genus Capital Management sold 39,800 Wells Fargo shares in Q1 2026, an estimated $3.71M.
  • Genus Capital Management first reported a position in Wells Fargo in Q1 2024 and held it in 3 quarters.
  • Genus Capital Management's Wells Fargo position peaked at $4.2M in Q1 2024.
  • 2,814 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on Genus Capital Management's 13F filing for Q1 2026, filed 4 May 2026.