Gen-Wealth Partners’s C.H. Robinson CHRW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$438K	Sell	2,325 -191	-8%	-$33.9K	0.12%	139
2026 Q1	$418K	Sell	2,516 -482	-16%	-$86.2K	0.13%	148
2025 Q4	$482K	Sell	2,998 -1,451	-33%	-$214K	0.15%	135
2025 Q3	$589K	Sell	4,449 -941	-17%	-$110K	0.2%	114
2025 Q2	$517K	Buy	5,390 +117	+2%	+$11K	0.2%	130
2025 Q1	$540K	Sell	5,273 -67	-1%	-$6.77K	0.23%	120
2024 Q4	$552K	Sell	5,340 -683	-11%	-$73.5K	0.24%	116
2024 Q3	$660K	Sell	6,023 -611	-9%	-$59.3K	0.29%	78
2024 Q2	$585K	Buy	6,634 +627	+10%	+$50.1K	0.28%	80
2024 Q1	$457K	Buy	+6,007	New	+$470K	0.23%	114

Other funds holding CHRW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

Gen-Wealth Partners reduced its C.H. Robinson (CHRW) stake by 7.6% in Q2 2026, selling an estimated $33.9K and leaving 2,325 shares worth $438K. The position accounts for 0.12% of the portfolio, ranked #139.

Gen-Wealth Partners first reported a position in CHRW in Q1 2024 and has held it in 10 quarters since. The position peaked at $660K in Q3 2024. 507 funds tracked by Wall St. Rank hold CHRW as of Q2 2026.

Gen-Wealth Partners held 2,325 shares of C.H. Robinson worth $438K as of Q2 2026.
Gen-Wealth Partners sold 191 C.H. Robinson shares in Q2 2026, an estimated $33.9K.
C.H. Robinson made up 0.12% of Gen-Wealth Partners's portfolio in Q2 2026, its #139 holding.
Gen-Wealth Partners first reported a position in C.H. Robinson in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's C.H. Robinson position peaked at $660K in Q3 2024.
507 funds tracked by Wall St. Rank held C.H. Robinson as of Q2 2026.

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