Gen-Wealth Partners’s Advent Convertible and Income Fund AVK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.33K	Hold
2025 Q2	$5.99K	Hold
2025 Q1	$5.71K	Hold
2024 Q4	$5.83K	Hold
2024 Q3	$5.52K	Sell
2024 Q2	$5.9K	Hold
2024 Q1	$5.91K	Buy