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Gen-Wealth Partners’s Broadcom AVGO Stock Holding History

Gen-Wealth Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$158K Buy
418
+66
+19% +$26.5K 0.04% 265
2026
Q1 		$109K Buy
352
+142
+68% +$46.7K 0.03% 317
2025
Q4 		$72.7K Sell
210
-67
-24% -$24K 0.02% 357
2025
Q3 		$91.4K Sell
277
-20
-7% -$6.14K 0.03% 331
2025
Q2 		$81.9K Sell
297
-43
-13% -$9.34K 0.03% 299
2025
Q1 		$56.9K Sell
340
-21
-6% -$4.45K 0.02% 327
2024
Q4 		$83.7K Sell
361
-2,398
-87% -$444K 0.04% 305
2024
Q3 		$487K Buy
2,759
+309
+13% +$49.5K 0.21% 137
2024
Q2 		$393K Buy
2,450
+570
+30% +$79.9K 0.19% 136
2024
Q1 		$249K Buy
+1,880
New +$233K 0.12% 180

Other funds holding AVGO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Gen-Wealth Partners increased its Broadcom (AVGO) stake by 19% in Q2 2026, buying an estimated $26.5K and bringing the position to 418 shares worth $158K. The position accounts for 0.04% of the portfolio, ranked #265.

Gen-Wealth Partners first reported a position in AVGO in Q1 2024 and has held it in 10 quarters since. The position peaked at $487K in Q3 2024. 3,381 funds tracked by Wall St. Rank hold AVGO as of Q2 2026.

  • Gen-Wealth Partners held 418 shares of Broadcom worth $158K as of Q2 2026.
  • Gen-Wealth Partners bought 66 Broadcom shares in Q2 2026, an estimated $26.5K.
  • Broadcom made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #265 holding.
  • Gen-Wealth Partners first reported a position in Broadcom in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Broadcom position peaked at $487K in Q3 2024.
  • 3,381 funds tracked by Wall St. Rank held Broadcom as of Q2 2026.

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