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Gen-Wealth Partners’s Carnival Corporation Ltd CCL Stock Holding History

Gen-Wealth Partners’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.86K Hold
100
– – ﹤0.01% 624
2026
Q1 		$2.59K Hold
100
– – ﹤0.01% 633
2025
Q4 		$3.05K Hold
100
– – ﹤0.01% 595
2025
Q3 		$2.89K Hold
100
– – ﹤0.01% 594
2025
Q2 		$2.81K Hold
100
– – ﹤0.01% 548
2025
Q1 		$1.95K Sell
100
-100
-50% -$2.38K ﹤0.01% 541
2024
Q4 		$4.98K Sell
200
-100
-33% -$2.34K ﹤0.01% 526
2024
Q3 		$6.65K Hold
300
– – ﹤0.01% 522
2024
Q2 		$5.62K Hold
300
– – ﹤0.01% 504
2024
Q1 		$4.9K Buy
+300
New +$4.88K ﹤0.01% 506

Other funds holding CCL

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gen-Wealth Partners held its Carnival Corporation Ltd (CCL) position steady in Q2 2026 at 100 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Gen-Wealth Partners first reported a position in CCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.65K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

  • Gen-Wealth Partners held 100 shares of Carnival Corporation Ltd worth $2.86K as of Q2 2026.
  • Gen-Wealth Partners left its Carnival Corporation Ltd share count unchanged in Q2 2026.
  • Carnival Corporation Ltd made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #624 holding.
  • Gen-Wealth Partners first reported a position in Carnival Corporation Ltd in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Carnival Corporation Ltd position peaked at $6.65K in Q3 2024.
  • 1,033 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

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