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Wells Fargo & Company shares owned by Genesis Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2015-06-30 $105k 1.9k 56.26
2015-03-31 $89k 1.6k 53.96
2014-12-31 $91k 1.6k 55.35

More positions owned by Genesis Wealth Advisors

iShares S&P 500 Index (IVV)
Claymore Exchange Trd Fd Tr gug bull2018 e
iShares MSCI EAFE Index Fund (EFA)
iShares Barclays Inter Crd Bd Fund ETF) (IGIB)
iShares Lehman Aggregate Bond (AGG)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares MSCI ACWI Index Fund (ACWI)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
Vanguard Emerging Markets ETF (VWO)
Spdr S&p 500 Etf (SPY)
Claymore Exchange Trd Fd Tr gug bull2019 e
Cambria Etf Tr shshld yield etf (SYLD)
PowerShares Intl. Dividend Achiev.
WisdomTree Emerging Markets Eq (DEM)
Vanguard Total World Stock Idx (VT)

View all positions for Genesis Wealth Advisors

Top funds holding Wells Fargo & Company

Vanguard Group
BlackRock
FMR
State Street Corporation
Jpmorgan Chase & Co
Wellington Management Company
Dodge & Cox
Geode Capital Management
Capital Research and Management Company - Division 3
State Farm Mutual Automobile Insurance Company
Invesco
T. Rowe Price Associates
PRIMECAP Management Company
Bank of America Corporation
Ameriprise Financial

View all funds holding Wells Fargo & Company