Gen-Wealth Partners
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Gen-Wealth Partners’s Aflac AFL Stock Holding History

Gen-Wealth Partners’s Portfolio AFL Stock Details AFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$315K Sell
2,817
-477
-14% -$57.2K 0.09% 157
2026
Q2 		$386K Sell
3,294
-335
-9% -$38.6K 0.11% 162
2026
Q1 		$398K Buy
3,629
+98
+3% +$10.9K 0.13% 156
2025
Q4 		$389K Sell
3,531
-1,410
-29% -$155K 0.12% 174
2025
Q3 		$552K Sell
4,941
-287
-5% -$30.1K 0.19% 126
2025
Q2 		$551K Sell
5,228
-69
-1% -$7.25K 0.21% 115
2025
Q1 		$589K Sell
5,297
-388
-7% -$41.2K 0.25% 107
2024
Q4 		$588K Buy
5,685
+36
+0.6% +$3.93K 0.25% 100
2024
Q3 		$622K Sell
5,649
-220
-4% -$22.4K 0.27% 87
2024
Q2 		$524K Buy
5,869
+530
+10% +$45.6K 0.25% 93
2024
Q1 		$458K Buy
+5,339
New +$438K 0.23% 113

Other funds holding AFL

Japan Post Holdings
Japan Post Holdings Tokyo, Japan $5.64B AUM 0.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Gen-Wealth Partners's AFL Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Aflac (AFL) stake by 14% in Q3 2026, selling an estimated $57.2K and leaving 2,817 shares worth $315K. The position accounts for 0.09% of the portfolio, ranked #157.

Gen-Wealth Partners first reported a position in AFL in Q1 2024 and has held it in 11 quarters since. The position peaked at $622K in Q3 2024. 1,125 funds tracked by Wall St. Rank hold AFL as of Q3 2026.

  • Gen-Wealth Partners held 2,817 shares of Aflac worth $315K as of Q3 2026.
  • Gen-Wealth Partners sold 477 Aflac shares in Q3 2026, an estimated $57.2K.
  • Aflac made up 0.09% of Gen-Wealth Partners's portfolio in Q3 2026, its #157 holding.
  • Gen-Wealth Partners first reported a position in Aflac in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Aflac position peaked at $622K in Q3 2024.
  • 1,125 funds tracked by Wall St. Rank held Aflac as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.