Gen-Wealth Partners’s CVS Health CVS Stock Holding History

Gen-Wealth Partners’s Portfolio CVS Stock Details CVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-595	Closed	-$33.6K	–	656
2024 Q3	$33.6K	Hold	595	–	–	0.01%	413
2024 Q2	$35.1K	Hold	595	–	–	0.02%	402
2024 Q1	$47.5K	Buy	+595	New	+$45.5K	0.02%	375

Other funds holding CVS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Gen-Wealth Partners's CVS Position: Q4 2024 in Review

Gen-Wealth Partners sold out of CVS Health (CVS) in Q4 2024, closing a stake of 595 shares — an estimated $33.6K sold.

Gen-Wealth Partners first reported a position in CVS in Q1 2024 and held it in 3 quarters. The position peaked at $47.5K in Q1 2024. 1,668 funds tracked by Wall St. Rank hold CVS as of Q4 2024.

Gen-Wealth Partners reported no remaining CVS Health position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 595 CVS Health shares in Q4 2024, an estimated $33.6K.
Gen-Wealth Partners first reported a position in CVS Health in Q1 2024 and held it in 3 quarters.
Gen-Wealth Partners's CVS Health position peaked at $47.5K in Q1 2024.
1,668 funds tracked by Wall St. Rank held CVS Health as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.