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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Gen-Wealth Partners reduced its Cummins (CMI) stake by 4.1% in Q2 2026, selling an estimated $11.2K and leaving 401 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #205.

Gen-Wealth Partners first reported a position in CMI in Q1 2024 and has held it in 10 quarters since. 2,106 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Gen-Wealth Partners held 401 shares of Cummins worth $286K as of Q2 2026.
  • Gen-Wealth Partners sold 17 Cummins shares in Q2 2026, an estimated $11.2K.
  • Cummins made up 0.08% of Gen-Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Gen-Wealth Partners first reported a position in Cummins in Q1 2024 and has held it in 10 quarters since.
  • 2,106 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

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