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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
Q2 		$42.9K Sell
1,160
-180
-13% -$7.9K 0.01% 418
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 $336B AUM 34.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Gen-Wealth Partners reduced its BP (BP) stake by 13% in Q2 2026, selling an estimated $7.9K and leaving 1,160 shares worth $42.9K. The position accounts for 0.01% of the portfolio, ranked #418.

Gen-Wealth Partners first reported a position in BP in Q1 2024 and has held it in 10 quarters since. The position peaked at $63K in Q1 2026. 1,166 funds tracked by Wall St. Rank hold BP as of Q2 2026.

  • Gen-Wealth Partners held 1,160 shares of BP worth $42.9K as of Q2 2026.
  • Gen-Wealth Partners sold 180 BP shares in Q2 2026, an estimated $7.9K.
  • BP made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #418 holding.
  • Gen-Wealth Partners first reported a position in BP in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's BP position peaked at $63K in Q1 2026.
  • 1,166 funds tracked by Wall St. Rank held BP as of Q2 2026.

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