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Gen-Wealth Partners’s BP BP Stock Holding History

Gen-Wealth Partners’s Portfolio BP Stock Details BP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$63K Hold
1,340
– – 0.02% 373
2025
Q4 		$46.5K Hold
1,340
– – 0.01% 393
2025
Q3 		$46.2K Hold
1,340
– – 0.02% 395
2025
Q2 		$40.1K Hold
1,340
– – 0.02% 353
2025
Q1 		$45.3K Hold
1,340
– – 0.02% 342
2024
Q4 		$39.6K Hold
1,340
– – 0.02% 381
2024
Q3 		$38.9K Sell
1,340
-100
-7% -$3.38K 0.02% 395
2024
Q2 		$52K Hold
1,440
– – 0.03% 367
2024
Q1 		$54.3K Buy
+1,440
New +$51.6K 0.03% 363

Other funds holding BP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gen-Wealth Partners's BP Position: Q1 2026 in Review

Gen-Wealth Partners held its BP (BP) position steady in Q1 2026 at 1,340 shares worth $63K. The position accounts for 0.02% of the portfolio, ranked #373.

Gen-Wealth Partners first reported a position in BP in Q1 2024 and has held it in 9 quarters since. 1,255 funds tracked by Wall St. Rank hold BP as of Q1 2026.

  • Gen-Wealth Partners held 1,340 shares of BP worth $63K as of Q1 2026.
  • Gen-Wealth Partners left its BP share count unchanged in Q1 2026.
  • BP made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #373 holding.
  • Gen-Wealth Partners first reported a position in BP in Q1 2024 and has held it in 9 quarters since.
  • 1,255 funds tracked by Wall St. Rank held BP as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.