Gen-Wealth Partners’s Bank of New York Mellon BK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$53K	Sell
2025 Q2	$56.2K	Sell
2025 Q1	$58.8K	Sell
2024 Q4	$66.2K	Sell
2024 Q3	$78.9K	Sell
2024 Q2	$62.5K	Sell
2024 Q1	$66K	Buy