GeoWealth Management, LLC's ownership history for WFC


GeoWealth Management, LLC currently holds 33.3K shares with a market value of $2.8M. It started holding WFC on 2024-09-30. At its peak, it held 33.3K shares on 2025-09-30. Its highest holding value was $2.8M on 2025-09-30. 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 increased its shares by 17.0K. In the recent year, GeoWealth Management, LLC has increased its shares by 15.2K.


GeoWealth Management, LLC's ownership history for WFC