Gen-Wealth Partners
BWX icon

Gen-Wealth Partners’s State Street SPDR Bloomberg International Treasury Bond ETF BWX Stock Holding History

Gen-Wealth Partners’s Portfolio BWX Stock Details BWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$37.8K Sell
1,786
-7
-0.4% -$152 0.01% 432
2026
Q2 		$38.9K Buy
1,793
+31
+2% +$683 0.01% 434
2026
Q1 		$38.7K Buy
1,762
+13
+0.7% +$293 0.01% 419
2025
Q4 		$39.4K Buy
1,749
+83
+5% +$1.88K 0.01% 407
2025
Q3 		$38.3K Buy
1,666
+25
+2% +$575 0.01% 410
2025
Q2 		$38.6K Buy
1,641
+26
+2% +$594 0.01% 356
2025
Q1 		$35.3K Buy
1,615
+17
+1% +$367 0.01% 366
2024
Q4 		$34.2K Buy
1,598
+14
+0.9% +$309 0.01% 393
2024
Q3 		$35.1K Buy
+1,584
New +$35.8K 0.02% 409

Other funds holding BWX

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return
Tectonic Advisors
Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return
Leuthold Group
Leuthold Group Minneapolis, Minnesota $1.07B AUM 35.83% 1-Year Est. Return
Walkner Condon Financial Advisors
Walkner Condon Financial Advisors Madison, Wisconsin $911M AUM 13.83% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Net Worth Advisory Group
Net Worth Advisory Group Sandy, Utah $397M AUM 23.64% 1-Year Est. Return
Ackerman Capital Advisors
Ackerman Capital Advisors Dallas, Texas $512M AUM 10.78% 1-Year Est. Return

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

Gen-Wealth Partners reduced its State Street SPDR Bloomberg International Treasury Bond ETF (BWX) stake by 0.39% in Q3 2026, selling an estimated $152 and leaving 1,786 shares worth $37.8K. The position accounts for 0.01% of the portfolio, ranked #432.

Gen-Wealth Partners first reported a position in BWX in Q3 2024 and has held it in 9 quarters since. The position peaked at $39.4K in Q4 2025. 79 funds tracked by Wall St. Rank hold BWX as of Q3 2026.

  • Gen-Wealth Partners held 1,786 shares of State Street SPDR Bloomberg International Treasury Bond ETF worth $37.8K as of Q3 2026.
  • Gen-Wealth Partners sold 7 State Street SPDR Bloomberg International Treasury Bond ETF shares in Q3 2026, an estimated $152.
  • State Street SPDR Bloomberg International Treasury Bond ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #432 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg International Treasury Bond ETF in Q3 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's State Street SPDR Bloomberg International Treasury Bond ETF position peaked at $39.4K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held State Street SPDR Bloomberg International Treasury Bond ETF as of Q3 2026.

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