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Gen-Wealth Partners’s Citizens Financial Group CFG Stock Holding History

Gen-Wealth Partners’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$95.9K Sell
1,369
-52
-4% -$3.35K 0.03% 333
2026
Q1 		$85.2K Buy
1,421
+5
+0.4% +$307 0.03% 348
2025
Q4 		$82.7K Sell
1,416
-26
-2% -$1.4K 0.03% 345
2025
Q3 		$76.7K Sell
1,442
-145
-9% -$7.22K 0.03% 356
2025
Q2 		$71K Sell
1,587
-24
-1% -$945 0.03% 311
2025
Q1 		$66K Sell
1,611
-99
-6% -$4.42K 0.03% 314
2024
Q4 		$74.8K Sell
1,710
-111
-6% -$4.91K 0.03% 322
2024
Q3 		$77.8K Sell
1,821
-84
-4% -$3.39K 0.03% 324
2024
Q2 		$68.6K Buy
1,905
+740
+64% +$25.8K 0.03% 343
2024
Q1 		$42.3K Buy
+1,165
New +$38.2K 0.02% 385

Other funds holding CFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Citizens Financial Group (CFG) stake by 3.7% in Q2 2026, selling an estimated $3.35K and leaving 1,369 shares worth $95.9K. The position accounts for 0.03% of the portfolio, ranked #333.

Gen-Wealth Partners first reported a position in CFG in Q1 2024 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold CFG as of Q2 2026.

  • Gen-Wealth Partners held 1,369 shares of Citizens Financial Group worth $95.9K as of Q2 2026.
  • Gen-Wealth Partners sold 52 Citizens Financial Group shares in Q2 2026, an estimated $3.35K.
  • Citizens Financial Group made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #333 holding.
  • Gen-Wealth Partners first reported a position in Citizens Financial Group in Q1 2024 and has held it in 10 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Citizens Financial Group as of Q2 2026.

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