GENEOS WEALTH MANAGEMENT INC. – Wells Fargo & Company Transaction History
GENEOS WEALTH MANAGEMENT INC. portfolio value:
$1.99M
portfolio value
GENEOS WEALTH MANAGEMENT INC. quarter portfolio value change:
+2.68%
quarter
Wells Fargo & Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -41.81% | -35.69K shares | -1.41M | $40.22 | 49.68K |
| Q2 2022 | share | Decrease | -6.44% | -5.87K shares | -1.01M | $39.17 | 85.38K |
| Q1 2022 | share | Decrease | -47.44% | -82.37K shares | -3.91M | $48.46 | 91.25K |
| Q4 2021 | share | Decrease | -19.27% | -41.45K shares | -1.78M | $48.1 | 173.63K |
| Q3 2021 | share | Decrease | -0.55% | -1.18K shares | 371K | $46.23 | 215.08K |
| Q2 2021 | share | Decrease | -14.02% | -35.27K shares | -1.58M | $44.92 | 216.27K |
| Q1 2021 | share | Decrease | -3.62% | -9.44K shares | 2.14M | $38.67 | 251.54K |
| Q4 2020 | share | Increase | +10.37% | 24.52K shares | 3.59M | $29.78 | 260.98K |
| Q3 2020 | share | Decrease | -12.07% | -32.44K shares | -1.22M | $23.09 | 236.45K |
| Q2 2020 | share | Increase | +207.45% | 181.44K shares | 4.16M | $25.04 | 268.90K |
| Q1 2020 | share | Increase | +4.70% | 3.92K shares | -1.85M | $27.52 | 87.46K |
| Q4 2019 | share | Increase | +1.48% | 1.22K shares | 330K | $51.05 | 83.54K |
| Q3 2019 | share | Decrease | -4.47% | -3.84K shares | 92K | $47.41 | 82.32K |
| Q2 2019 | share | Decrease | -1.14% | -995 shares | -129K | $43.99 | 86.16K |
| Q1 2019 | share | Decrease | -4.85% | -4.44K shares | 18K | $44.49 | 87.16K |
| Q4 2018 | share | Decrease | -3.43% | -3.25K shares | -792K | $42.05 | 91.61K |
| Q3 2018 | share | Decrease | -48.62% | -89.74K shares | -5.25M | $47.57 | 94.86K |
| Q2 2018 | share | Increase | +7.38% | 12.69K shares | 1.22M | $49.81 | 184.60K |
| Q1 2018 | share | Increase | +1.12% | 1.91K shares | -1.30M | $46.74 | 171.91K |
| Q4 2017 | share | Increase | +1.48% | 2.47K shares | 1.07M | $53.78 | 170.00K |
| Q3 2017 | share | Increase | +2.38% | 3.89K shares | 157K | $48.55 | 167.53K |
| Q2 2017 | share | Increase | +7.83% | 11.88K shares | 619K | $48.43 | 163.64K |
| Q1 2017 | share | Increase | +83.88% | 69.22K shares | 3.91M | $48.31 | 151.75K |
| Q4 2016 | share | Decrease | -5.60% | -4.89K shares | 677K | $47.51 | 82.53K |
| Q3 2016 | share | Increase | +1.72% | 1.47K shares | -171K | $37.86 | 87.43K |
| Q2 2016 | share | Increase | +4.32% | 3.55K shares | 50K | $40.15 | 85.95K |
| Q1 2016 | share | Increase | 0.00% | 82.39K shares | 3.99M | $40.7 | 82.39K |