VestGen Investment Management
Position in WFC — Wells Fargo & Company/Mn
CIK 1511739
EGG HARBOR TOWNSHIP, NJ
Position in WFC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$316,511
-$722,160 QoQ
Shares Held
3,830
-70.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,154
of 2,858 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026VestGen Investment Management holds $3,326,802 across 5 Banks - Diversified names. WFC ranks #3 (9.5% of the industry book) .
All Filings in WFC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,511 | 3,830 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,038,671 | 13,047 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,160,806 | 12,455 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,111,201 | 13,257 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $976,262 | 12,185 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $207,975 | 2,897 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $227,788 | 3,243 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||