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Gen-Wealth Partners’s Crown Castle CCI Stock Holding History

Gen-Wealth Partners’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.3K Buy
295
+80
+37% +$7.03K 0.01% 481
2026
Q1 		$17.5K Sell
215
-48
-18% -$4.13K 0.01% 490
2025
Q4 		$23.4K Buy
263
+34
+15% +$3.13K 0.01% 462
2025
Q3 		$22.1K Sell
229
-39
-15% -$3.95K 0.01% 460
2025
Q2 		$27.5K Sell
268
-33
-11% -$3.34K 0.01% 386
2025
Q1 		$31.4K Sell
301
-39
-11% -$3.64K 0.01% 378
2024
Q4 		$30.9K Sell
340
-33
-9% -$3.45K 0.01% 401
2024
Q3 		$40.2K Sell
373
-1
-0.3% -$110 0.02% 392
2024
Q2 		$36.5K Sell
374
-115
-24% -$11.3K 0.02% 395
2024
Q1 		$51.8K Buy
+489
New +$53.2K 0.03% 367

Other funds holding CCI

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

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

Gen-Wealth Partners increased its Crown Castle (CCI) stake by 37% in Q2 2026, buying an estimated $7.03K and bringing the position to 295 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #481.

Gen-Wealth Partners first reported a position in CCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $51.8K in Q1 2024. 527 funds tracked by Wall St. Rank hold CCI as of Q2 2026.

  • Gen-Wealth Partners held 295 shares of Crown Castle worth $22.3K as of Q2 2026.
  • Gen-Wealth Partners bought 80 Crown Castle shares in Q2 2026, an estimated $7.03K.
  • Crown Castle made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #481 holding.
  • Gen-Wealth Partners first reported a position in Crown Castle in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Crown Castle position peaked at $51.8K in Q1 2024.
  • 527 funds tracked by Wall St. Rank held Crown Castle as of Q2 2026.

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