Gen-Wealth Partners’s Cummins CMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
474
+142
| +43% | +$46.5K | 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 | +$97.8K | 0.05% | 302 |
|