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Gen-Wealth Partners’s Bluerock Homes Trust BHM Stock Holding History

Gen-Wealth Partners’s Portfolio BHM Stock Details BHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-106
Closed -$1.8K – 652
2024
Q1 		$1.8K Buy
+106
New +$1.55K ﹤0.01% 568

Other funds holding BHM

QOP
Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Bluerock Homes Trust (BHM) in Q2 2024, closing a stake of 106 shares — an estimated $1.8K sold.

Gen-Wealth Partners first reported a position in BHM in Q1 2024 and held it in 1 quarter. The position peaked at $1.8K in Q1 2024. 43 funds tracked by Wall St. Rank hold BHM as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Bluerock Homes Trust position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 106 Bluerock Homes Trust shares in Q2 2024, an estimated $1.8K.
  • Gen-Wealth Partners first reported a position in Bluerock Homes Trust in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Bluerock Homes Trust position peaked at $1.8K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held Bluerock Homes Trust as of Q2 2024.

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