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Gen-Wealth Partners’s Carrier Global CARR Stock Holding History

Gen-Wealth Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$150K Hold
2,050
– – 0.04% 271
2026
Q1 		$115K Hold
2,050
– – 0.04% 310
2025
Q4 		$108K Hold
2,050
– – 0.03% 318
2025
Q3 		$122K Hold
2,050
– – 0.04% 292
2025
Q2 		$150K Hold
2,050
– – 0.06% 245
2025
Q1 		$130K Hold
2,050
– – 0.05% 248
2024
Q4 		$140K Hold
2,050
– – 0.06% 242
2024
Q3 		$151K Hold
2,050
– – 0.07% 247
2024
Q2 		$129K Hold
2,050
– – 0.06% 255
2024
Q1 		$119K Buy
+2,050
New +$115K 0.06% 280

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Gen-Wealth Partners's CARR Position: Q2 2026 in Review

Gen-Wealth Partners held its Carrier Global (CARR) position steady in Q2 2026 at 2,050 shares worth $150K. The position accounts for 0.04% of the portfolio, ranked #271.

Gen-Wealth Partners first reported a position in CARR in Q1 2024 and has held it in 10 quarters since. The position peaked at $151K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold CARR as of Q2 2026.

  • Gen-Wealth Partners held 2,050 shares of Carrier Global worth $150K as of Q2 2026.
  • Gen-Wealth Partners left its Carrier Global share count unchanged in Q2 2026.
  • Carrier Global made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Gen-Wealth Partners first reported a position in Carrier Global in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Carrier Global position peaked at $151K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Carrier Global as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.