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GEN Financial Management’s Amazon AMZN Stock Holding History

GEN Financial Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$233K Sell
979
-161
-14% -$40.4K 0.14% 40
2026
Q1 		$237K Buy
+1,140
New +$251K 0.15% 49
2025
Q1 		– Sell
-1,165
Closed -$256K – 53
2024
Q4 		$256K Buy
+1,165
New +$238K 0.17% 44

Other funds holding AMZN

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

GEN Financial Management's AMZN Position: Q2 2026 in Review

GEN Financial Management reduced its Amazon (AMZN) stake by 14% in Q2 2026, selling an estimated $40.4K and leaving 979 shares worth $233K. The position accounts for 0.14% of the portfolio, ranked #40.

GEN Financial Management first reported a position in AMZN in Q4 2024 and has held it in 3 quarters since. The position peaked at $256K in Q4 2024. 2,925 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • GEN Financial Management held 979 shares of Amazon worth $233K as of Q2 2026.
  • GEN Financial Management sold 161 Amazon shares in Q2 2026, an estimated $40.4K.
  • Amazon made up 0.14% of GEN Financial Management's portfolio in Q2 2026, its #40 holding.
  • GEN Financial Management first reported a position in Amazon in Q4 2024 and has held it in 3 quarters since.
  • GEN Financial Management's Amazon position peaked at $256K in Q4 2024.
  • 2,925 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.