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Gen-Wealth Partners’s Citigroup C Stock Holding History

Gen-Wealth Partners’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$306K Sell
2,695
-271
-9% -$30.9K 0.1% 201
2025
Q4 		$346K Sell
2,966
-205
-6% -$21.3K 0.11% 197
2025
Q3 		$322K Buy
3,171
+2,344
+283% +$222K 0.11% 192
2025
Q2 		$70.4K Buy
827
+334
+68% +$24.1K 0.03% 312
2025
Q1 		$35K Sell
493
-84
-15% -$6.41K 0.01% 367
2024
Q4 		$40.6K Sell
577
-139
-19% -$9.37K 0.02% 377
2024
Q3 		$46.2K Buy
716
+66
+10% +$4.08K 0.02% 383
2024
Q2 		$41.2K Sell
650
-75
-10% -$4.62K 0.02% 384
2024
Q1 		$45.8K Buy
+725
New +$40.3K 0.02% 378

Other funds holding C

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Citigroup (C) stake by 9.1% in Q1 2026, selling an estimated $30.9K and leaving 2,695 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #201.

Gen-Wealth Partners first reported a position in C in Q1 2024 and has held it in 9 quarters since. The position peaked at $346K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold C as of Q1 2026.

  • Gen-Wealth Partners held 2,695 shares of Citigroup worth $306K as of Q1 2026.
  • Gen-Wealth Partners sold 271 Citigroup shares in Q1 2026, an estimated $30.9K.
  • Citigroup made up 0.1% of Gen-Wealth Partners's portfolio in Q1 2026, its #201 holding.
  • Gen-Wealth Partners first reported a position in Citigroup in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Citigroup position peaked at $346K in Q4 2025.
  • 2,454 funds tracked by Wall St. Rank held Citigroup as of Q1 2026.

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