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 Q3	$302K	Sell	3,540 -815	-19%	-$73.8K	0.08%	161
2026 Q2	$399K	Sell	4,355 -1,005	-19%	-$87.9K	0.11%	154
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Gen-Wealth Partners's CL Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Colgate-Palmolive (CL) stake by 19% in Q3 2026, selling an estimated $73.8K and leaving 3,540 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #161.

Gen-Wealth Partners first reported a position in CL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.46M in Q2 2025. 1,237 funds tracked by Wall St. Rank hold CL as of Q3 2026.

Gen-Wealth Partners held 3,540 shares of Colgate-Palmolive worth $302K as of Q3 2026.
Gen-Wealth Partners sold 815 Colgate-Palmolive shares in Q3 2026, an estimated $73.8K.
Colgate-Palmolive made up 0.08% of Gen-Wealth Partners's portfolio in Q3 2026, its #161 holding.
Gen-Wealth Partners first reported a position in Colgate-Palmolive in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Colgate-Palmolive position peaked at $1.46M in Q2 2025.
1,237 funds tracked by Wall St. Rank held Colgate-Palmolive as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.