Gen-Wealth Partners’s BrightSpire Capital BRSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-1,313	Closed	-$7.16K	–	767
2026 Q2	$7.16K	Hold	1,313	–	–	﹤0.01%	575
2026 Q1	$7.35K	Sell	1,313 -1,696	-56%	-$9.8K	﹤0.01%	565
2025 Q4	$16.8K	Hold	3,009	–	–	0.01%	485
2025 Q3	$16.3K	Hold	3,009	–	–	0.01%	482
2025 Q2	$15.2K	Hold	3,009	–	–	0.01%	430
2025 Q1	$16.7K	Hold	3,009	–	–	0.01%	415
2024 Q4	$17K	Hold	3,009	–	–	0.01%	435
2024 Q3	$18.7K	Hold	3,009	–	–	0.01%	448
2024 Q2	$17.2K	Sell	3,009 -1,861	-38%	-$11.4K	0.01%	433
2024 Q1	$33.6K	Buy	+4,870	New	+$34K	0.02%	404

Other funds holding BRSP

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Gen-Wealth Partners's BRSP Position: Q3 2026 in Review

Gen-Wealth Partners sold out of BrightSpire Capital (BRSP) in Q3 2026, closing a stake of 1,313 shares — an estimated $7.16K sold.

Gen-Wealth Partners first reported a position in BRSP in Q1 2024 and held it in 10 quarters. The position peaked at $33.6K in Q1 2024. 129 funds tracked by Wall St. Rank hold BRSP as of Q3 2026.

Gen-Wealth Partners reported no remaining BrightSpire Capital position as of Q3 2026 after selling out during the quarter.
Gen-Wealth Partners sold 1,313 BrightSpire Capital shares in Q3 2026, an estimated $7.16K.
Gen-Wealth Partners first reported a position in BrightSpire Capital in Q1 2024 and held it in 10 quarters.
Gen-Wealth Partners's BrightSpire Capital position peaked at $33.6K in Q1 2024.
129 funds tracked by Wall St. Rank held BrightSpire Capital as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.