Geneos Wealth Management Inc. Wells Fargo & Company Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 47,535 shares of WFC stock, worth $3.71 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
47,535
Previous 48,326 1.64%
Holding current value
$3.71 Million
Previous $2.73 Million 22.36%
% of portfolio
0.12%
Previous 0.1%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$54.98 - $77.35 $43,489 - $61,183
-791 Reduced 1.64%
47,535 $3.34 Million
Q3 2024

Nov 14, 2024
BUY
$51.58 - $60.97 $199,253 - $235,527
3,863 Added 8.69%
48,326 $2.73 Million
Q2 2024

Jul 23, 2024
BUY
$56.41 - $62.34 $155,917 - $172,307
2,764 Added 6.63%
44,463 $2.64 Million
Q1 2024

May 03, 2024
BUY
$46.44 - $57.96 $62,461 - $77,956
1,345 Added 3.33%
41,699 $2.42 Million
Q4 2023

Jan 26, 2024
SELL
$38.67 - $50.51 $578,116 - $755,124
-14,950 Reduced 27.03%
40,354 $1.99 Million
Q3 2023

Oct 11, 2023
BUY
$40.43 - $47.13 $139,281 - $162,362
3,445 Added 6.64%
55,304 $2.26 Million
Q2 2023

Aug 08, 2023
BUY
$36.72 - $42.68 $472,182 - $548,822
12,859 Added 32.97%
51,859 $2.21 Million
Q1 2023

Apr 25, 2023
SELL
$36.23 - $48.5 $372,263 - $498,337
-10,275 Reduced 20.85%
39,000 $1.46 Million
Q4 2022

Jan 30, 2023
SELL
$40.23 - $47.95 $16,413 - $19,563
-408 Reduced 0.82%
49,275 $2.03 Million
Q3 2022

Nov 14, 2022
SELL
$1.55 - $45.53 $55,330 - $1.63 Million
-35,697 Reduced 41.81%
49,683 $2 Million
Q2 2022

Jul 22, 2022
SELL
$37.43 - $49.33 $219,901 - $289,813
-5,875 Reduced 6.44%
85,380 $3.34 Million
Q1 2022

May 16, 2022
SELL
$45.81 - $59.06 $3.77 Million - $4.87 Million
-82,376 Reduced 47.44%
91,255 $4.42 Million
Q4 2021

Feb 09, 2022
SELL
$45.31 - $52.0 $1.88 Million - $2.16 Million
-41,452 Reduced 19.27%
173,631 $8.33 Million
Q3 2021

Nov 09, 2021
SELL
$42.32 - $51.15 $50,276 - $60,766
-1,188 Reduced 0.55%
215,083 $10.1 Million
Q2 2021

Jul 08, 2021
SELL
$39.48 - $47.9 $1.39 Million - $1.69 Million
-35,273 Reduced 14.02%
216,271 $9.75 Million
Q1 2021

Jun 17, 2021
SELL
$29.7 - $40.81 $280,368 - $385,246
-9,440 Reduced 3.62%
251,544 $11.3 Million
Q4 2020

May 19, 2021
BUY
$21.14 - $30.35 $518,479 - $744,364
24,526 Added 10.37%
260,984 $9.19 Million
Q3 2020

Sep 07, 2021
SELL
$22.83 - $26.35 $740,765 - $854,978
-32,447 Reduced 12.07%
236,458 $5.59 Million
Q2 2020

Sep 07, 2021
BUY
$22.53 - $33.32 $4.09 Million - $6.05 Million
181,441 Added 207.45%
268,905 $6.81 Million
Q1 2020

Sep 07, 2021
BUY
$25.25 - $53.75 $99,055 - $210,861
3,923 Added 4.7%
87,464 $2.65 Million
Q4 2019

Sep 07, 2021
BUY
$47.82 - $54.46 $58,388 - $66,495
1,221 Added 1.48%
83,541 $4.5 Million
Q3 2019

Sep 07, 2021
SELL
$43.38 - $50.71 $166,969 - $195,182
-3,849 Reduced 4.47%
82,320 $4.17 Million
Q2 2019

Sep 07, 2021
SELL
$44.37 - $49.17 $44,148 - $48,924
-995 Reduced 1.14%
86,169 $4.08 Million
Q1 2019

Sep 07, 2021
SELL
$46.57 - $51.73 $207,050 - $229,991
-4,446 Reduced 4.85%
87,164 $4.21 Million
Q4 2018

Sep 07, 2021
SELL
$43.6 - $54.46 $141,743 - $177,049
-3,251 Reduced 3.43%
91,610 $4.19 Million
Q3 2018

Sep 07, 2021
SELL
$52.56 - $59.19 $4.72 Million - $5.31 Million
-89,748 Reduced 48.62%
94,861 $4.99 Million
Q2 2018

Sep 07, 2021
BUY
$50.39 - $56.18 $639,650 - $713,148
12,694 Added 7.38%
184,609 $10.2 Million
Q1 2018

Sep 07, 2021
BUY
$50.98 - $65.93 $97,371 - $125,926
1,910 Added 1.12%
171,915 $9.01 Million
Q4 2017

Sep 07, 2021
BUY
$53.19 - $61.61 $131,538 - $152,361
2,473 Added 1.48%
170,005 $10.3 Million
Q3 2017

Sep 07, 2021
BUY
$49.58 - $55.15 $192,866 - $214,533
3,890 Added 2.38%
167,532 $9.24 Million
Q2 2017

Sep 07, 2021
BUY
N/A
11,883 Added 7.83%
163,642 $9.09 Million
Q1 2017

Sep 07, 2021
BUY
N/A
69,228 Added 83.88%
151,759 $8.47 Million
Q4 2016

Sep 07, 2021
SELL
N/A
-4,899 Reduced 5.6%
82,531 $4.55 Million
Q3 2016

Sep 07, 2021
BUY
N/A
1,476 Added 1.72%
87,430 $3.87 Million
Q2 2016

Sep 07, 2021
BUY
N/A
3,558 Added 4.32%
85,954 $4.04 Million
Q1 2016

Sep 07, 2021
BUY
N/A
82,396
82,396 $3.99 Million

Others Institutions Holding WFC

# of Institutions
2,627
Shares Held
2.27B
Call Options Held
43.1M
Put Options Held
54.7M
View Full List

About WELLS FARGO & COMPANY

WFC Quotes by TradingView
  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $297B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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