Gen-Wealth Partners’s CMS Energy CMS Stock Holding History

Gen-Wealth Partners’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$243K	Hold	3,179	–	–	0.07%	224
2026 Q1	$247K	Buy	3,179 +17	+0.5%	+$1.26K	0.08%	230
2025 Q4	$221K	Buy	3,162 +5	+0.2%	+$364	0.07%	249
2025 Q3	$231K	Sell	3,157 -300	-9%	-$21.6K	0.08%	225
2025 Q2	$240K	Hold	3,457	–	–	0.09%	197
2025 Q1	$260K	Sell	3,457 -116	-3%	-$8.1K	0.11%	180
2024 Q4	$238K	Sell	3,573 -313	-8%	-$21.5K	0.1%	193
2024 Q3	$272K	Sell	3,886 -870	-18%	-$57.1K	0.12%	176
2024 Q2	$283K	Hold	4,756	–	–	0.14%	166
2024 Q1	$287K	Buy	+4,756	New	+$276K	0.14%	161

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Gen-Wealth Partners held its CMS Energy (CMS) position steady in Q2 2026 at 3,179 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #224.

Gen-Wealth Partners first reported a position in CMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $287K in Q1 2024. 465 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Gen-Wealth Partners held 3,179 shares of CMS Energy worth $243K as of Q2 2026.
Gen-Wealth Partners left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.07% of Gen-Wealth Partners's portfolio in Q2 2026, its #224 holding.
Gen-Wealth Partners first reported a position in CMS Energy in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's CMS Energy position peaked at $287K in Q1 2024.
465 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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