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Gen-Wealth Partners’s CVR Energy CVI Stock Holding History

Gen-Wealth Partners’s Portfolio CVI Stock Details CVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-125
Closed -$3.35K – 676
2024
Q2 		$3.35K Hold
125
– – ﹤0.01% 554
2024
Q1 		$4.46K Buy
+125
New +$4.15K ﹤0.01% 523

Other funds holding CVI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gen-Wealth Partners's CVI Position: Q3 2024 in Review

Gen-Wealth Partners sold out of CVR Energy (CVI) in Q3 2024, closing a stake of 125 shares — an estimated $3.35K sold.

Gen-Wealth Partners first reported a position in CVI in Q1 2024 and held it in 2 quarters. The position peaked at $4.46K in Q1 2024. 204 funds tracked by Wall St. Rank hold CVI as of Q3 2024.

  • Gen-Wealth Partners reported no remaining CVR Energy position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 125 CVR Energy shares in Q3 2024, an estimated $3.35K.
  • Gen-Wealth Partners first reported a position in CVR Energy in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's CVR Energy position peaked at $4.46K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held CVR Energy as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.