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Gen-Wealth Partners’s Assured Guaranty AGO Stock Holding History

Gen-Wealth Partners’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-46
Closed -$4.05K – 643
2025
Q1 		$4.05K Hold
46
– – ﹤0.01% 515
2024
Q4 		$4.14K Hold
46
– – ﹤0.01% 542
2024
Q3 		$3.94K Buy
+46
New +$3.63K ﹤0.01% 564

Other funds holding AGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Gen-Wealth Partners's AGO Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Assured Guaranty (AGO) in Q2 2025, closing a stake of 46 shares — an estimated $4.05K sold.

Gen-Wealth Partners first reported a position in AGO in Q3 2024 and held it in 3 quarters. The position peaked at $4.14K in Q4 2024. 349 funds tracked by Wall St. Rank hold AGO as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Assured Guaranty position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 46 Assured Guaranty shares in Q2 2025, an estimated $4.05K.
  • Gen-Wealth Partners first reported a position in Assured Guaranty in Q3 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's Assured Guaranty position peaked at $4.14K in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Assured Guaranty as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.