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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gen-Wealth Partners increased its Broadridge (BR) stake by 53% in Q1 2026, buying an estimated $206K and bringing the position to 3,125 shares worth $508K. The position accounts for 0.16% of the portfolio, ranked #130.

Gen-Wealth Partners first reported a position in BR in Q4 2024 and has held it in 6 quarters since. 1,054 funds tracked by Wall St. Rank hold BR as of Q1 2026.

  • Gen-Wealth Partners held 3,125 shares of Broadridge worth $508K as of Q1 2026.
  • Gen-Wealth Partners bought 1,082 Broadridge shares in Q1 2026, an estimated $206K.
  • Broadridge made up 0.16% of Gen-Wealth Partners's portfolio in Q1 2026, its #130 holding.
  • Gen-Wealth Partners first reported a position in Broadridge in Q4 2024 and has held it in 6 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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