GWP
CMI icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Cummins (CMI) stake by 0.71% in Q1 2026, selling an estimated $1.7K and leaving 418 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #240.

Gen-Wealth Partners first reported a position in CMI in Q1 2024 and has held it in 9 quarters since. 1,954 funds tracked by Wall St. Rank hold CMI as of Q1 2026.

  • Gen-Wealth Partners held 418 shares of Cummins worth $225K as of Q1 2026.
  • Gen-Wealth Partners sold 3 Cummins shares in Q1 2026, an estimated $1.7K.
  • Cummins made up 0.07% of Gen-Wealth Partners's portfolio in Q1 2026, its #240 holding.
  • Gen-Wealth Partners first reported a position in Cummins in Q1 2024 and has held it in 9 quarters since.
  • 1,954 funds tracked by Wall St. Rank held Cummins as of Q1 2026.

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