Gen-Wealth Partners’s Arm ARM Stock Holding History

Gen-Wealth Partners’s Portfolio ARM Stock Details ARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-720	Closed	-$111K	–	648
2024 Q3	$111K	Buy	720 +200	+38%	+$28.4K	0.05%	272
2024 Q2	$85.1K	Sell	520 -450	-46%	-$55.9K	0.04%	301
2024 Q1	$121K	Buy	+970	New	+$103K	0.06%	278

Other funds holding ARM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return

Gen-Wealth Partners's ARM Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Arm (ARM) in Q4 2024, closing a stake of 720 shares — an estimated $111K sold.

Gen-Wealth Partners first reported a position in ARM in Q1 2024 and held it in 3 quarters. The position peaked at $121K in Q1 2024. 638 funds tracked by Wall St. Rank hold ARM as of Q4 2024.

Gen-Wealth Partners reported no remaining Arm position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 720 Arm shares in Q4 2024, an estimated $111K.
Gen-Wealth Partners first reported a position in Arm in Q1 2024 and held it in 3 quarters.
Gen-Wealth Partners's Arm position peaked at $121K in Q1 2024.
638 funds tracked by Wall St. Rank held Arm as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.