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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
Q2 		$997K Buy
17,500
+3,768
+27% +$200K 0.28% 80
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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners increased its Bank of America (BAC) stake by 27% in Q2 2026, buying an estimated $200K and bringing the position to 17,500 shares worth $997K. The position accounts for 0.28% of the portfolio, ranked #80.

Gen-Wealth Partners first reported a position in BAC in Q1 2024 and has held it in 10 quarters since. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Gen-Wealth Partners held 17,500 shares of Bank of America worth $997K as of Q2 2026.
  • Gen-Wealth Partners bought 3,768 Bank of America shares in Q2 2026, an estimated $200K.
  • Bank of America made up 0.28% of Gen-Wealth Partners's portfolio in Q2 2026, its #80 holding.
  • Gen-Wealth Partners first reported a position in Bank of America in Q1 2024 and has held it in 10 quarters since.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

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