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Gen-Wealth Partners’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Gen-Wealth Partners’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$49.9K Sell
1,475
-944
-39% -$27K 0.02% 394
2025
Q4 		$60.2K Buy
2,419
+183
+8% +$4.84K 0.02% 371
2025
Q3 		$60K Sell
2,236
-1,160
-34% -$30.7K 0.02% 369
2025
Q2 		$87.8K Buy
3,396
+68
+2% +$1.72K 0.03% 296
2025
Q1 		$88.1K Buy
3,328
+45
+1% +$1.17K 0.04% 288
2024
Q4 		$83.1K Buy
3,283
+70
+2% +$1.82K 0.04% 306
2024
Q3 		$83.5K Sell
3,213
-1,540
-32% -$40.4K 0.04% 308
2024
Q2 		$130K Sell
4,753
-574
-11% -$15.7K 0.06% 253
2024
Q1 		$144K Buy
+5,327
New +$137K 0.07% 256

Other funds holding COMT

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
VWM
VCI Wealth Management St Louis, Missouri $361M AUM 23.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return