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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
Q2 		$547K Hold
887
– – 0.15% 126
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gen-Wealth Partners held its Carpenter Technology (CRS) position steady in Q2 2026 at 887 shares worth $547K. The position accounts for 0.15% of the portfolio, ranked #126.

Gen-Wealth Partners first reported a position in CRS in Q4 2024 and has held it in 7 quarters since. 878 funds tracked by Wall St. Rank hold CRS as of Q2 2026.

  • Gen-Wealth Partners held 887 shares of Carpenter Technology worth $547K as of Q2 2026.
  • Gen-Wealth Partners left its Carpenter Technology share count unchanged in Q2 2026.
  • Carpenter Technology made up 0.15% of Gen-Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • Gen-Wealth Partners first reported a position in Carpenter Technology in Q4 2024 and has held it in 7 quarters since.
  • 878 funds tracked by Wall St. Rank held Carpenter Technology as of Q2 2026.

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