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Gen-Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Gen-Wealth Partners’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$506K Sell
2,258
-725
-24% -$155K 0.14% 132
2026
Q1 		$606K Sell
2,983
-625
-17% -$143K 0.19% 109
2025
Q4 		$928K Sell
3,608
-1,318
-27% -$351K 0.3% 71
2025
Q3 		$1.45M Sell
4,926
-329
-6% -$99K 0.49% 49
2025
Q2 		$1.62M Buy
5,255
+194
+4% +$59.6K 0.63% 38
2025
Q1 		$1.55M Buy
5,061
+13
+0.3% +$3.92K 0.65% 35
2024
Q4 		$1.48M Buy
5,048
+581
+13% +$172K 0.64% 34
2024
Q3 		$1.31M Buy
4,467
+668
+18% +$175K 0.57% 37
2024
Q2 		$907K Buy
3,799
+720
+23% +$177K 0.44% 53
2024
Q1 		$769K Buy
+3,079
New +$752K 0.38% 58

Other funds holding ADP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gen-Wealth Partners's ADP Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Automatic Data Processing (ADP) stake by 24% in Q2 2026, selling an estimated $155K and leaving 2,258 shares worth $506K. The position accounts for 0.14% of the portfolio, ranked #132.

Gen-Wealth Partners first reported a position in ADP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.62M in Q2 2025. 2,294 funds tracked by Wall St. Rank hold ADP as of Q2 2026.

  • Gen-Wealth Partners held 2,258 shares of Automatic Data Processing worth $506K as of Q2 2026.
  • Gen-Wealth Partners sold 725 Automatic Data Processing shares in Q2 2026, an estimated $155K.
  • Automatic Data Processing made up 0.14% of Gen-Wealth Partners's portfolio in Q2 2026, its #132 holding.
  • Gen-Wealth Partners first reported a position in Automatic Data Processing in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Automatic Data Processing position peaked at $1.62M in Q2 2025.
  • 2,294 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.