A detailed history of Geo Wealth Management, LLC transactions in Wendy'S CO stock. As of the latest transaction made, Geo Wealth Management, LLC holds 950 shares of WEN stock, worth $14,449. This represents 0.0% of its overall portfolio holdings.

Number of Shares
950
Previous 678 40.12%
Holding current value
$14,449
Previous $11,000 36.36%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 13, 2025

BUY
$16.26 - $20.42 $4,422 - $5,554
272 Added 40.12%
950 $15,000
Q3 2024

Nov 12, 2024

BUY
$15.83 - $18.24 $10,732 - $12,366
678 New
678 $11,000

Others Institutions Holding WEN

About Wendy's Co


  • Ticker WEN
  • Exchange NASDAQ
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 212,804,000
  • Market Cap $3.24B
  • Description
  • The Wendy's Company, together with its subsidiaries, operates as a quick-service restaurant company. It operates through three segments: Wendy's U.S., Wendy's International, and Global Real Estate & Development. The company is involved in operating, developing, and franchising a system of quick-service restaurants specializing in hamburger s...
More about WEN
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.