GWP
BR icon

Gen-Wealth Partners’s Broadridge BR Stock Holding History

Gen-Wealth Partners’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$667K Buy
4,872
+1,747
+56% +$264K 0.19% 115
2026
Q1 		$508K Buy
3,125
+1,082
+53% +$206K 0.16% 130
2025
Q4 		$456K Buy
2,043
+1,581
+342% +$361K 0.15% 144
2025
Q3 		$110K Buy
462
+337
+270% +$83.9K 0.04% 311
2025
Q2 		$30.4K Sell
125
-12
-9% -$2.85K 0.01% 377
2025
Q1 		$33.2K Sell
137
-23
-14% -$5.41K 0.01% 373
2024
Q4 		$36.2K Buy
+160
New +$35.8K 0.02% 387

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

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

Gen-Wealth Partners increased its Broadridge (BR) stake by 56% in Q2 2026, buying an estimated $264K and bringing the position to 4,872 shares worth $667K. The position accounts for 0.19% of the portfolio, ranked #115.

Gen-Wealth Partners first reported a position in BR in Q4 2024 and has held it in 7 quarters since. 1,017 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • Gen-Wealth Partners held 4,872 shares of Broadridge worth $667K as of Q2 2026.
  • Gen-Wealth Partners bought 1,747 Broadridge shares in Q2 2026, an estimated $264K.
  • Broadridge made up 0.19% of Gen-Wealth Partners's portfolio in Q2 2026, its #115 holding.
  • Gen-Wealth Partners first reported a position in Broadridge in Q4 2024 and has held it in 7 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

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