GWP
BAI

Gen-Wealth Partners’s iShares A.I. Innovation and Tech Active ETF BAI Stock Holding History

Gen-Wealth Partners’s Portfolio BAI Stock Details BAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.93M Sell
131,507
-8,291
-6% -$377K 1.93% 6
2026
Q1 		$4.61M Buy
139,798
+19,425
+16% +$667K 1.45% 11
2025
Q4 		$4.01M Buy
120,373
+13,490
+13% +$468K 1.29% 11
2025
Q3 		$3.65M Buy
106,883
+68,771
+180% +$2.17M 1.23% 11
2025
Q2 		$1.1M Buy
+38,112
New +$933K 0.42% 59

Other funds holding BAI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Gen-Wealth Partners reduced its iShares A.I. Innovation and Tech Active ETF (BAI) stake by 5.9% in Q2 2026, selling an estimated $377K and leaving 131,507 shares worth $6.93M. The position accounts for 1.93% of the portfolio, ranked #6.

Gen-Wealth Partners first reported a position in BAI in Q2 2025 and has held it in 5 quarters since. 663 funds tracked by Wall St. Rank hold BAI as of Q2 2026.

  • Gen-Wealth Partners held 131,507 shares of iShares A.I. Innovation and Tech Active ETF worth $6.93M as of Q2 2026.
  • Gen-Wealth Partners sold 8,291 iShares A.I. Innovation and Tech Active ETF shares in Q2 2026, an estimated $377K.
  • iShares A.I. Innovation and Tech Active ETF made up 1.93% of Gen-Wealth Partners's portfolio in Q2 2026, its #6 holding.
  • Gen-Wealth Partners first reported a position in iShares A.I. Innovation and Tech Active ETF in Q2 2025 and has held it in 5 quarters since.
  • 663 funds tracked by Wall St. Rank held iShares A.I. Innovation and Tech Active ETF as of Q2 2026.

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