GeoWealth Management, LLC's ownership history for WFC


GeoWealth Management, LLC currently holds 30.9K shares with a market value of $2.5M. It started holding WFC on 2024-09-30. At its peak, it held 33.8K shares on 2025-12-31. Its highest holding value was $3.2M on 2025-12-31. At its lowest, it held 16.1K shares on 2025-06-30, with a value of $1.0M on 2024-09-30. In the recent 180 days, GeoWealth Management, LLC has decreased its shares by 2.5K. In the recent year, GeoWealth Management, LLC has increased its shares by 14.5K.


GeoWealth Management, LLC's ownership history for WFC