Gen-Wealth Partners’s BrightSpring Health Services BTSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,915	Closed	-$145K	–	731
2025 Q3	$145K	Hold	4,915	–	–	0.05%	276
2025 Q2	$116K	Hold	4,915	–	–	0.04%	269
2025 Q1	$88.9K	Hold	4,915	–	–	0.04%	284
2024 Q4	$83.7K	Hold	4,915	–	–	0.04%	304
2024 Q3	$73.5K	Buy	+4,915	New	+$61.6K	0.03%	337

Other funds holding BTSG

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gen-Wealth Partners's BTSG Position: Q4 2025 in Review

Gen-Wealth Partners sold out of BrightSpring Health Services (BTSG) in Q4 2025, closing a stake of 4,915 shares — an estimated $145K sold.

Gen-Wealth Partners first reported a position in BTSG in Q3 2024 and held it in 5 quarters. The position peaked at $145K in Q3 2025. 285 funds tracked by Wall St. Rank hold BTSG as of Q4 2025.

Gen-Wealth Partners reported no remaining BrightSpring Health Services position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 4,915 BrightSpring Health Services shares in Q4 2025, an estimated $145K.
Gen-Wealth Partners first reported a position in BrightSpring Health Services in Q3 2024 and held it in 5 quarters.
Gen-Wealth Partners's BrightSpring Health Services position peaked at $145K in Q3 2025.
285 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.