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Gen-Wealth Partners’s Analog Devices ADI Stock Holding History

Gen-Wealth Partners’s Portfolio ADI Stock Details ADI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.8K Hold
100
– – 0.01% 433
2025
Q4 		$27.1K Hold
100
– – 0.01% 447
2025
Q3 		$24.6K Hold
100
– – 0.01% 448
2025
Q2 		$23.8K Hold
100
– – 0.01% 400
2025
Q1 		$20.2K Hold
100
– – 0.01% 403
2024
Q4 		$21.2K Hold
100
– – 0.01% 424
2024
Q3 		$23K Buy
+100
New +$22.5K 0.01% 434

Other funds holding ADI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's ADI Position: Q1 2026 in Review

Gen-Wealth Partners held its Analog Devices (ADI) position steady in Q1 2026 at 100 shares worth $31.8K. The position accounts for 0.01% of the portfolio, ranked #433.

Gen-Wealth Partners first reported a position in ADI in Q3 2024 and has held it in 7 quarters since. 2,107 funds tracked by Wall St. Rank hold ADI as of Q1 2026.

  • Gen-Wealth Partners held 100 shares of Analog Devices worth $31.8K as of Q1 2026.
  • Gen-Wealth Partners left its Analog Devices share count unchanged in Q1 2026.
  • Analog Devices made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #433 holding.
  • Gen-Wealth Partners first reported a position in Analog Devices in Q3 2024 and has held it in 7 quarters since.
  • 2,107 funds tracked by Wall St. Rank held Analog Devices as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.