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Gen-Wealth Partners’s Carpenter Technology CRS Stock Holding History

Gen-Wealth Partners’s Portfolio CRS Stock Details CRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$350K Buy
887
+10
+1% +$3.64K 0.11% 174
2025
Q4 		$276K Buy
877
+13
+2% +$3.91K 0.09% 229
2025
Q3 		$212K Hold
864
– – 0.07% 234
2025
Q2 		$239K Hold
864
– – 0.09% 198
2025
Q1 		$157K Hold
864
– – 0.07% 232
2024
Q4 		$147K Buy
+864
New +$148K 0.06% 238

Other funds holding CRS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return
SP
SurgoCap Partners New York $2.99B AUM 39.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gen-Wealth Partners increased its Carpenter Technology (CRS) stake by 1.1% in Q1 2026, buying an estimated $3.64K and bringing the position to 887 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #174.

Gen-Wealth Partners first reported a position in CRS in Q4 2024 and has held it in 6 quarters since. 696 funds tracked by Wall St. Rank hold CRS as of Q1 2026.

  • Gen-Wealth Partners held 887 shares of Carpenter Technology worth $350K as of Q1 2026.
  • Gen-Wealth Partners bought 10 Carpenter Technology shares in Q1 2026, an estimated $3.64K.
  • Carpenter Technology made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #174 holding.
  • Gen-Wealth Partners first reported a position in Carpenter Technology in Q4 2024 and has held it in 6 quarters since.
  • 696 funds tracked by Wall St. Rank held Carpenter Technology as of Q1 2026.

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