A detailed history of Geneos Wealth Management Inc. transactions in Wsfs Financial Corp stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 21 shares of WSFS stock, worth $1,206. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Holding current value
$1,206
% of portfolio
0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$45.65 - $57.21 $958 - $1,201
21 New
21 $1,000
Q1 2022

May 16, 2022

BUY
$46.62 - $56.06 $167,832 - $201,816
3,600 New
3,600 $167,000
Q2 2021

Jul 08, 2021

SELL
$46.59 - $54.54 $5,078 - $5,944
-109 Closed
0 $0
Q1 2021

Jun 17, 2021

BUY
$42.97 - $54.87 $4,683 - $5,980
109 New
109 $5,000

Others Institutions Holding WSFS

About WSFS FINANCIAL CORP


  • Ticker WSFS
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 61,949,000
  • Market Cap $3.56B
  • Description
  • WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...
More about WSFS
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