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Gen-Wealth Partners’s Bank of America BAC Stock Holding History

Gen-Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$669K Buy
13,732
+3,382
+33% +$175K 0.21% 98
2025
Q4 		$569K Buy
10,350
+6,652
+180% +$352K 0.18% 112
2025
Q3 		$191K Buy
3,698
+1,375
+59% +$67.1K 0.06% 247
2025
Q2 		$110K Sell
2,323
-31
-1% -$1.3K 0.04% 273
2025
Q1 		$98.2K Sell
2,354
-309
-12% -$13.8K 0.04% 275
2024
Q4 		$117K Sell
2,663
-982
-27% -$43.2K 0.05% 268
2024
Q3 		$154K Buy
3,645
+325
+10% +$13K 0.07% 245
2024
Q2 		$132K Sell
3,320
-3,377
-50% -$129K 0.06% 250
2024
Q1 		$254K Buy
+6,697
New +$230K 0.13% 177

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's BAC Position: Q1 2026 in Review

Gen-Wealth Partners increased its Bank of America (BAC) stake by 33% in Q1 2026, buying an estimated $175K and bringing the position to 13,732 shares worth $669K. The position accounts for 0.21% of the portfolio, ranked #98.

Gen-Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 9 quarters since. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Gen-Wealth Partners held 13,732 shares of Bank of America worth $669K as of Q1 2026.
  • Gen-Wealth Partners bought 3,382 Bank of America shares in Q1 2026, an estimated $175K.
  • Bank of America made up 0.21% of Gen-Wealth Partners's portfolio in Q1 2026, its #98 holding.
  • Gen-Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 9 quarters since.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.