Wells Fargo & Company shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.6M | 45k | 59.39 |
| 2024-03-31 | $2.4M | 42k | 57.96 |
| 2023-12-31 | $2.0M | 40k | 49.22 |
| 2023-09-30 | $2.3M | 55k | 40.86 |
| 2023-06-30 | $2.2M | 52k | 42.68 |
| 2023-03-31 | $1.5M | 39k | 37.38 |
| 2022-12-31 | $2.0M | 49k | 41.29 |
| 2022-09-30 | $2.0M | 50k | 40.22 |
| 2022-06-30 | $3.4M | 85k | 39.92 |
| 2022-03-31 | $4.4M | 91k | 48.46 |
| 2021-12-31 | $8.3M | 174k | 48.00 |
| 2021-09-30 | $10M | 215k | 47.04 |
| 2021-06-30 | $9.7M | 216k | 45.07 |
| 2021-03-31 | $11M | 252k | 45.05 |
| 2020-12-31 | $9.2M | 261k | 35.21 |
| 2020-09-30 | $5.6M | 237k | 23.65 |
| 2020-06-30 | $6.8M | 269k | 25.34 |
| 2020-03-31 | $2.6M | 88k | 30.28 |
| 2019-12-31 | $4.5M | 84k | 53.91 |
| 2019-09-30 | $4.2M | 82k | 50.70 |
| 2019-06-30 | $4.1M | 86k | 47.37 |
| 2019-03-31 | $4.2M | 87k | 48.31 |
| 2018-12-31 | $4.2M | 92k | 45.77 |
| 2018-09-30 | $5.0M | 95k | 52.55 |
| 2018-06-30 | $10M | 185k | 55.46 |
| 2018-03-31 | $9.0M | 172k | 52.41 |
| 2017-12-31 | $10M | 170k | 60.67 |
| 2017-09-30 | $9.2M | 168k | 55.17 |
| 2017-06-30 | $9.1M | 164k | 55.52 |
| 2017-03-31 | $8.5M | 152k | 55.79 |
| 2016-12-31 | $4.5M | 83k | 55.11 |
| 2016-09-30 | $3.9M | 87k | 44.28 |
| 2016-06-30 | $4.0M | 86k | 47.03 |
| 2016-03-31 | $4.0M | 82k | 48.45 |