Gen-Wealth Partners’s Colgate-Palmolive CL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Sell	5,360 -855	-14%	-$76.2K	0.14%	139
2025 Q4	$491K	Sell	6,215 -2,120	-25%	-$166K	0.16%	130
2025 Q3	$666K	Sell	8,335 -7,742	-48%	-$660K	0.23%	106
2025 Q2	$1.46M	Buy	16,077 +1,167	+8%	+$107K	0.56%	46
2025 Q1	$1.4M	Buy	14,910 +1,298	+10%	+$116K	0.58%	43
2024 Q4	$1.24M	Buy	13,612 +2,607	+24%	+$249K	0.53%	48
2024 Q3	$1.04M	Buy	11,005 +1,226	+13%	+$125K	0.46%	49
2024 Q2	$949K	Buy	9,779 +630	+7%	+$58.1K	0.46%	51
2024 Q1	$824K	Buy	+9,149	New	+$775K	0.41%	52

Other funds holding CL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Colgate-Palmolive (CL) stake by 14% in Q1 2026, selling an estimated $76.2K and leaving 5,360 shares worth $457K. The position accounts for 0.14% of the portfolio, ranked #139.

Gen-Wealth Partners first reported a position in CL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.46M in Q2 2025. 1,947 funds tracked by Wall St. Rank hold CL as of Q1 2026.

Gen-Wealth Partners held 5,360 shares of Colgate-Palmolive worth $457K as of Q1 2026.
Gen-Wealth Partners sold 855 Colgate-Palmolive shares in Q1 2026, an estimated $76.2K.
Colgate-Palmolive made up 0.14% of Gen-Wealth Partners's portfolio in Q1 2026, its #139 holding.
Gen-Wealth Partners first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Colgate-Palmolive position peaked at $1.46M in Q2 2025.
1,947 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q1 2026.

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