Geneos Wealth Management Inc. - WELLS FARGO UTILITIES AND HI ownership

WELLS FARGO UTILITIES AND HI's ticker is ERH and the CUSIP is 94987E109. A total of 23 filers reported holding WELLS FARGO UTILITIES AND HI in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WELLS FARGO UTILITIES AND HI
ValueSharesWeighting
Q1 2022$8,0000.0%5750.0%0.00%
Q4 2021$8,000
+14.3%
5750.0%0.00%
Q3 2021$7,000
-12.5%
5750.0%0.00%
Q2 2021$8,0000.0%5750.0%0.00%
Q1 2021$8,000
+14.3%
5750.0%0.00%
Q4 2020$7,000
+16.7%
5750.0%0.00%
Q3 2020$6,000
-14.3%
5750.0%0.00%
Q2 2020$7,000
+40.0%
5750.0%0.00%
Q1 2020$5,000
-28.6%
5750.0%0.00%
Q4 2019$7,0000.0%5750.0%0.00%
Q3 2019$7,0000.0%5750.0%0.00%
Q2 2019$7,0000.0%5750.0%0.00%
Q1 2019$7,000
+16.7%
5750.0%0.00%
Q4 2018$6,000
-14.3%
5750.0%0.00%
Q3 2018$7,000
-76.7%
575
-74.7%
0.00%
-100.0%
Q4 2017$30,000
+42.9%
2,275
+33.8%
0.00%
+50.0%
Q3 2017$21,0001,7000.00%
Other shareholders
WELLS FARGO UTILITIES AND HI shareholders Q3 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 202,888$2,842,0001.24%
PSI Advisors, LLC 9,158$128,0000.05%
CITY HOLDING CO 4,117$58,0000.01%
Cetera Advisors LLC 25,700$360,0000.01%
FNY Investment Advisers, LLC 400$5,0000.01%
Lee Financial Co 1,064$15,0000.00%
Selective Wealth Management, Inc. 475$7,0000.00%
Cetera Advisor Networks LLC 19,366$271,0000.00%
WOLVERINE ASSET MANAGEMENT LLC 15,827$221,0000.00%
Prospera Financial Services Inc 2,000$28,0000.00%
View complete list of WELLS FARGO UTILITIES AND HI shareholders