Wells Fargo & Company shares owned by GeoWealth Management
Quarter-by-quarter ownership of Wells Fargo & Company (WFC) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Wells Fargo & Company
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Quarterly reported holdings in Wells Fargo & Company by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 33k | 83.82 |
| 2025-06-30 | $1.3M | 16k | 80.12 |
| 2025-03-31 | $1.2M | 16k | 71.79 |
| 2024-12-31 | $1.6M | 22k | 70.24 |
| 2024-09-30 | $1.0M | 18k | 56.49 |
| 2024-06-30 | $1.2M | 20k | 59.39 |
| 2024-03-31 | $1.1M | 18k | 57.96 |
| 2023-09-30 | $86k | 2.1k | 40.62 |
| 2023-06-30 | $44k | 1.0k | 43.61 |
| 2023-03-31 | $17k | 415 | 40.96 |
| 2022-12-31 | $104k | 2.5k | 41.55 |
| 2022-09-30 | $98k | 2.4k | 40.18 |
| 2022-03-31 | $999 | 21 | 47.62 |
| 2021-12-31 | $30k | 621 | 47.62 |
| 2021-09-30 | $25k | 625 | 40.00 |
| 2021-06-30 | $27k | 600 | 45.00 |