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GeoWealth Management’s Wells Fargo WFC Stock Holding History

GeoWealth 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 		$2.46M Sell
30,865
-2,950
-9% -$253K 0.09% 137
2025
Q4 		$3.15M Buy
33,815
+500
+2% +$43.4K 0.12% 113
2025
Q3 		$2.79M Buy
33,315
+17,199
+107% +$1.39M 0.1% 131
2025
Q2 		$1.29M Sell
16,116
-244
-1% -$17.6K 0.05% 212
2025
Q1 		$1.17M Sell
16,360
-5,949
-27% -$447K 0.05% 226
2024
Q4 		$1.57M Buy
22,309
+4,243
+23% +$290K 0.05% 209
2024
Q3 		$1.02M Sell
18,066
-1,492
-8% -$84.4K 0.04% 305
2024
Q2 		$1.16M Buy
19,558
+1,129
+6% +$66.7K 0.05% 238
2024
Q1 		$1.07M Buy
18,429
+7,926
+75% +$415K 0.04% 278
2023
Q4 		$518K Buy
10,503
+8,386
+396% +$362K 0.04% 329
2023
Q3 		$86K Buy
2,117
+1,108
+110% +$47.8K 0.01% 348
2023
Q2 		$44K Buy
1,009
+594
+143% +$23.9K ﹤0.01% 337
2023
Q1 		$17K Sell
415
-2,088
-83% -$91K ﹤0.01% 330
2022
Q4 		$104K Buy
2,503
+64
+3% +$2.83K 0.01% 272
2022
Q3 		$98K Buy
+2,439
New +$105K 0.01% 274
2022
Q2 		– Sell
-21
Closed -$1K – 408
2022
Q1 		$1K Sell
21
-600
-97% -$32.1K ﹤0.01% 393
2021
Q4 		$30K Sell
621
-4
-0.6% -$197 ﹤0.01% 334
2021
Q3 		$29K Buy
625
+25
+4% +$1.16K ﹤0.01% 343
2021
Q2 		$27K Buy
+600
New +$26.8K ﹤0.01% 265

Other funds holding WFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GeoWealth Management's WFC Position: Q1 2026 in Review

GeoWealth Management reduced its Wells Fargo (WFC) stake by 8.7% in Q1 2026, selling an estimated $253K and leaving 30,865 shares worth $2.46M. The position accounts for 0.09% of the portfolio, ranked #137.

GeoWealth Management first reported a position in WFC in Q2 2021 and has held it in 19 quarters since. The position peaked at $3.15M in Q4 2025. 2,798 funds tracked by Wall St. Rank hold WFC as of Q1 2026.

  • GeoWealth Management held 30,865 shares of Wells Fargo worth $2.46M as of Q1 2026.
  • GeoWealth Management sold 2,950 Wells Fargo shares in Q1 2026, an estimated $253K.
  • Wells Fargo made up 0.09% of GeoWealth Management's portfolio in Q1 2026, its #137 holding.
  • GeoWealth Management first reported a position in Wells Fargo in Q2 2021 and has held it in 19 quarters since.
  • GeoWealth Management's Wells Fargo position peaked at $3.15M in Q4 2025.
  • 2,798 funds tracked by Wall St. Rank held Wells Fargo as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.