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Gen-Wealth Partners’s AGNC Investment AGNC Stock Holding History

Gen-Wealth Partners’s Portfolio AGNC Stock Details AGNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.6K Hold
2,355
– – 0.01% 460
2025
Q4 		$25.2K Hold
2,355
– – 0.01% 456
2025
Q3 		$23.1K Hold
2,355
– – 0.01% 453
2025
Q2 		$21.6K Buy
2,355
+1,760
+296% +$15.8K 0.01% 410
2025
Q1 		$5.7K Hold
595
– – ﹤0.01% 487
2024
Q4 		$5.48K Hold
595
– – ﹤0.01% 520
2024
Q3 		$5.72K Hold
595
– – ﹤0.01% 533
2024
Q2 		$5.68K Hold
595
– – ﹤0.01% 503
2024
Q1 		$5.89K Buy
+595
New +$5.74K ﹤0.01% 488

Other funds holding AGNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Gen-Wealth Partners held its AGNC Investment (AGNC) position steady in Q1 2026 at 2,355 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #460.

Gen-Wealth Partners first reported a position in AGNC in Q1 2024 and has held it in 9 quarters since. The position peaked at $25.2K in Q4 2025. 672 funds tracked by Wall St. Rank hold AGNC as of Q1 2026.

  • Gen-Wealth Partners held 2,355 shares of AGNC Investment worth $23.6K as of Q1 2026.
  • Gen-Wealth Partners left its AGNC Investment share count unchanged in Q1 2026.
  • AGNC Investment made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #460 holding.
  • Gen-Wealth Partners first reported a position in AGNC Investment in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's AGNC Investment position peaked at $25.2K in Q4 2025.
  • 672 funds tracked by Wall St. Rank held AGNC Investment as of Q1 2026.

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