Gen-Wealth Partners
COF icon

Gen-Wealth Partners’s Capital One COF Stock Holding History

Gen-Wealth Partners’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$18.5K Hold
96
– – 0.01% 551
2026
Q2 		$19.3K Hold
96
– – 0.01% 505
2026
Q1 		$17.5K Hold
96
– – 0.01% 489
2025
Q4 		$23.3K Hold
96
– – 0.01% 463
2025
Q3 		$20.4K Hold
96
– – 0.01% 465
2025
Q2 		$20.4K Buy
+96
New +$17.9K 0.01% 417

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Gen-Wealth Partners held its Capital One (COF) position steady in Q3 2026 at 96 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #551.

Gen-Wealth Partners first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $23.3K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Gen-Wealth Partners held 96 shares of Capital One worth $18.5K as of Q3 2026.
  • Gen-Wealth Partners left its Capital One share count unchanged in Q3 2026.
  • Capital One made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #551 holding.
  • Gen-Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • Gen-Wealth Partners's Capital One position peaked at $23.3K in Q4 2025.
  • 1,345 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

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