Gen-Wealth Partners
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Gen-Wealth Partners’s Cummins CMI Stock Holding History

Gen-Wealth Partners’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$205K Sell
396
-5
-1% -$3.02K 0.06% 212
2026
Q2 		$286K Sell
401
-17
-4% -$11.2K 0.08% 205
2026
Q1 		$225K Sell
418
-3
-0.7% -$1.7K 0.07% 240
2025
Q4 		$215K Sell
421
-25
-6% -$11.7K 0.07% 250
2025
Q3 		$188K Sell
446
-28
-6% -$10.7K 0.06% 251
2025
Q2 		$155K Buy
474
+142
+43% +$44K 0.06% 243
2025
Q1 		$104K Hold
332
– – 0.04% 273
2024
Q4 		$116K Hold
332
– – 0.05% 269
2024
Q3 		$110K Hold
332
– – 0.05% 276
2024
Q2 		$91.9K Hold
332
– – 0.04% 292
2024
Q1 		$97.8K Buy
+332
New +$85.6K 0.05% 302

Other funds holding CMI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Cummins (CMI) stake by 1.2% in Q3 2026, selling an estimated $3.02K and leaving 396 shares worth $205K. The position accounts for 0.06% of the portfolio, ranked #212.

Gen-Wealth Partners first reported a position in CMI in Q1 2024 and has held it in 11 quarters since. The position peaked at $286K in Q2 2026. 1,691 funds tracked by Wall St. Rank hold CMI as of Q3 2026.

  • Gen-Wealth Partners held 396 shares of Cummins worth $205K as of Q3 2026.
  • Gen-Wealth Partners sold 5 Cummins shares in Q3 2026, an estimated $3.02K.
  • Cummins made up 0.06% of Gen-Wealth Partners's portfolio in Q3 2026, its #212 holding.
  • Gen-Wealth Partners first reported a position in Cummins in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Cummins position peaked at $286K in Q2 2026.
  • 1,691 funds tracked by Wall St. Rank held Cummins as of Q3 2026.

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