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Gen-Wealth Partners’s Chubb CB Stock Holding History

Gen-Wealth Partners’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Sell
1,166
-122
-9% -$39.8K 0.11% 156
2026
Q1 		$420K Sell
1,288
-9
-0.7% -$2.89K 0.13% 147
2025
Q4 		$405K Sell
1,297
-503
-28% -$147K 0.13% 161
2025
Q3 		$508K Sell
1,800
-99
-5% -$27.2K 0.17% 144
2025
Q2 		$550K Sell
1,899
-99
-5% -$28.5K 0.21% 116
2025
Q1 		$603K Sell
1,998
-61
-3% -$16.9K 0.25% 104
2024
Q4 		$569K Sell
2,059
-48
-2% -$13.6K 0.24% 107
2024
Q3 		$598K Sell
2,107
-47
-2% -$12.9K 0.26% 98
2024
Q2 		$549K Buy
2,154
+189
+10% +$48.5K 0.27% 89
2024
Q1 		$509K Buy
+1,965
New +$483K 0.25% 94

Other funds holding CB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Chubb (CB) stake by 9.5% in Q2 2026, selling an estimated $39.8K and leaving 1,166 shares worth $397K. The position accounts for 0.11% of the portfolio, ranked #156.

Gen-Wealth Partners first reported a position in CB in Q1 2024 and has held it in 10 quarters since. The position peaked at $603K in Q1 2025. 1,415 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Gen-Wealth Partners held 1,166 shares of Chubb worth $397K as of Q2 2026.
  • Gen-Wealth Partners sold 122 Chubb shares in Q2 2026, an estimated $39.8K.
  • Chubb made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • Gen-Wealth Partners first reported a position in Chubb in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Chubb position peaked at $603K in Q1 2025.
  • 1,415 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

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