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Wells Fargo & Company shares owned by Genesis Private Wealth

Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by Genesis Private Wealth from 13F filings

Historical chart of Genesis Private Wealth investment in Wells Fargo & Company

Tip: Access up to 7 years of quarterly data

All positions including Wells Fargo & Company held by Genesis Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wells Fargo & Company by Genesis Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $462k 5.5k 83.82
2025-06-30 $378k 4.7k 80.12
2025-03-31 $222k 3.1k 71.80

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Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pgim Etf Tr Total Return Bon (PTRB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for Genesis Private Wealth

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
State Street Corporation
Wellington Management Company
Geode Capital Management
Morgan Stanley
State Farm Mutual Automobile Insurance Company
Dodge & Cox
Invesco
Capital Research Global Investors
Capital Research and Management Company - Division 3
Northern Trust
Ameriprise Financial

View all funds holding Wells Fargo & Company