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Gen-Wealth Partners’s Allison Transmission ALSN Stock Holding History

Gen-Wealth Partners’s Portfolio ALSN Stock Details ALSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60
Closed -$5.7K – 684
2025
Q2 		$5.7K Hold
60
– – ﹤0.01% 514
2025
Q1 		$5.74K Hold
60
– – ﹤0.01% 485
2024
Q4 		$6.48K Hold
60
– – ﹤0.01% 499
2024
Q3 		$6.49K Hold
60
– – ﹤0.01% 524
2024
Q2 		$4.55K Hold
60
– – ﹤0.01% 528
2024
Q1 		$4.87K Buy
+60
New +$4.04K ﹤0.01% 509

Other funds holding ALSN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's ALSN Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Allison Transmission (ALSN) in Q3 2025, closing a stake of 60 shares — an estimated $5.7K sold.

Gen-Wealth Partners first reported a position in ALSN in Q1 2024 and held it in 6 quarters. The position peaked at $6.49K in Q3 2024. 512 funds tracked by Wall St. Rank hold ALSN as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Allison Transmission position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 60 Allison Transmission shares in Q3 2025, an estimated $5.7K.
  • Gen-Wealth Partners first reported a position in Allison Transmission in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Allison Transmission position peaked at $6.49K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Allison Transmission as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.