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Gen-Wealth Partners’s Acco Brands ACCO Stock Holding History

Gen-Wealth Partners’s Portfolio ACCO Stock Details ACCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-138
Closed -$725 – 620
2024
Q4 		$725 Hold
138
– – ﹤0.01% 612
2024
Q3 		$686 Hold
138
– – ﹤0.01% 627
2024
Q2 		$649 Hold
138
– – ﹤0.01% 609
2024
Q1 		$774 Buy
+138
New +$821 ﹤0.01% 591

Other funds holding ACCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gen-Wealth Partners's ACCO Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Acco Brands (ACCO) in Q1 2025, closing a stake of 138 shares — an estimated $725 sold.

Gen-Wealth Partners first reported a position in ACCO in Q1 2024 and held it in 4 quarters. The position peaked at $774 in Q1 2024. 222 funds tracked by Wall St. Rank hold ACCO as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Acco Brands position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 138 Acco Brands shares in Q1 2025, an estimated $725.
  • Gen-Wealth Partners first reported a position in Acco Brands in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Acco Brands position peaked at $774 in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Acco Brands as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.