Gen-Wealth Partners’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Gen-Wealth Partners’s Portfolio CFO Stock Details CFO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.9K	Hold	1,078	–	–	0.03%	356
2025 Q4	$79.6K	Sell	1,078 -621	-37%	-$45.5K	0.03%	348
2025 Q3	$125K	Hold	1,699	–	–	0.04%	291
2025 Q2	$121K	Hold	1,699	–	–	0.05%	262
2025 Q1	$116K	Hold	1,699	–	–	0.05%	259
2024 Q4	$117K	Hold	1,699	–	–	0.05%	267
2024 Q3	$118K	Hold	1,699	–	–	0.05%	267
2024 Q2	$109K	Hold	1,699	–	–	0.05%	278
2024 Q1	$112K	Buy	+1,699	New	+$106K	0.06%	287

Other funds holding CFO

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gen-Wealth Partners's CFO Position: Q1 2026 in Review

Gen-Wealth Partners held its VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) position steady in Q1 2026 at 1,078 shares worth $79.9K. The position accounts for 0.03% of the portfolio, ranked #356.

Gen-Wealth Partners first reported a position in CFO in Q1 2024 and has held it in 9 quarters since. The position peaked at $125K in Q3 2025. 67 funds tracked by Wall St. Rank hold CFO as of Q1 2026.

Gen-Wealth Partners held 1,078 shares of VictoryShares US 500 Enhanced Volatility Wtd ETF worth $79.9K as of Q1 2026.
Gen-Wealth Partners left its VictoryShares US 500 Enhanced Volatility Wtd ETF share count unchanged in Q1 2026.
VictoryShares US 500 Enhanced Volatility Wtd ETF made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #356 holding.
Gen-Wealth Partners first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $125K in Q3 2025.
67 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.