Gen-Wealth Partners’s Couchbase BASE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,835	Closed	-$101K	–	651
2024 Q1	$101K	Buy	+3,835	New	+$99.7K	0.05%	300

Other funds holding BASE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

EVR Research Richmond, Virginia $203M AUM 60.82% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Gen-Wealth Partners's BASE Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Couchbase (BASE) in Q2 2024, closing a stake of 3,835 shares — an estimated $101K sold.

Gen-Wealth Partners first reported a position in BASE in Q1 2024 and held it in 1 quarter. The position peaked at $101K in Q1 2024. 166 funds tracked by Wall St. Rank hold BASE as of Q2 2024.

Gen-Wealth Partners reported no remaining Couchbase position as of Q2 2024 after selling out during the quarter.
Gen-Wealth Partners sold 3,835 Couchbase shares in Q2 2024, an estimated $101K.
Gen-Wealth Partners first reported a position in Couchbase in Q1 2024 and held it in 1 quarter.
Gen-Wealth Partners's Couchbase position peaked at $101K in Q1 2024.
166 funds tracked by Wall St. Rank held Couchbase as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.