GWP
ARES icon

Gen-Wealth Partners’s Ares Management ARES Stock Holding History

Gen-Wealth Partners’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-35
Closed -$5.6K – 690
2025
Q3 		$5.6K Hold
35
– – ﹤0.01% 562
2025
Q2 		$6.06K Hold
35
– – ﹤0.01% 505
2025
Q1 		$5.13K Hold
35
– – ﹤0.01% 494
2024
Q4 		$6.2K Hold
35
– – ﹤0.01% 506
2024
Q3 		$5.92K Hold
35
– – ﹤0.01% 531
2024
Q2 		$4.67K Hold
35
– – ﹤0.01% 525
2024
Q1 		$4.65K Buy
+35
New +$4.47K ﹤0.01% 517

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gen-Wealth Partners's ARES Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Ares Management (ARES) in Q4 2025, closing a stake of 35 shares — an estimated $5.6K sold.

Gen-Wealth Partners first reported a position in ARES in Q1 2024 and held it in 7 quarters. The position peaked at $6.2K in Q4 2024. 829 funds tracked by Wall St. Rank hold ARES as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Ares Management position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 35 Ares Management shares in Q4 2025, an estimated $5.6K.
  • Gen-Wealth Partners first reported a position in Ares Management in Q1 2024 and held it in 7 quarters.
  • Gen-Wealth Partners's Ares Management position peaked at $6.2K in Q4 2024.
  • 829 funds tracked by Wall St. Rank held Ares Management as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.