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Gen-Wealth Partners’s A.O. Smith AOS Stock Holding History

Gen-Wealth Partners’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
4,542
-239
-5% -$14.5K 0.08% 206
2026
Q1 		$315K Buy
4,781
+226
+5% +$16.3K 0.1% 194
2025
Q4 		$305K Sell
4,555
-2,496
-35% -$169K 0.1% 214
2025
Q3 		$518K Sell
7,051
-512
-7% -$36.5K 0.17% 139
2025
Q2 		$496K Sell
7,563
-86
-1% -$5.63K 0.19% 138
2025
Q1 		$500K Buy
7,649
+286
+4% +$19.3K 0.21% 133
2024
Q4 		$502K Buy
7,363
+1,101
+18% +$83.4K 0.22% 134
2024
Q3 		$475K Buy
6,262
+218
+4% +$18K 0.21% 139
2024
Q2 		$494K Buy
6,044
+464
+8% +$39.3K 0.24% 104
2024
Q1 		$499K Buy
+5,580
New +$460K 0.25% 100

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners reduced its A.O. Smith (AOS) stake by 5% in Q2 2026, selling an estimated $14.5K and leaving 4,542 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #206.

Gen-Wealth Partners first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $518K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Gen-Wealth Partners held 4,542 shares of A.O. Smith worth $285K as of Q2 2026.
  • Gen-Wealth Partners sold 239 A.O. Smith shares in Q2 2026, an estimated $14.5K.
  • A.O. Smith made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Gen-Wealth Partners first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's A.O. Smith position peaked at $518K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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