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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wells Fargo & Company by GeoWealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $0 0 0.00
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