GWP
CWAN

Gen-Wealth Partners’s Clearwater Analytics CWAN Stock Holding History

Gen-Wealth Partners’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,700
Closed -$74.3K – 634
2024
Q4 		$74.3K Hold
2,700
– – 0.03% 324
2024
Q3 		$72.6K Buy
+2,700
New +$60.7K 0.03% 344

Other funds holding CWAN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
PH
Permira Holdings St. Peter Port, Guernsey $2.04B AUM 4.57% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gen-Wealth Partners's CWAN Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Clearwater Analytics (CWAN) in Q1 2025, closing a stake of 2,700 shares — an estimated $74.3K sold.

Gen-Wealth Partners first reported a position in CWAN in Q3 2024 and held it in 2 quarters. The position peaked at $74.3K in Q4 2024. 370 funds tracked by Wall St. Rank hold CWAN as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Clearwater Analytics position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,700 Clearwater Analytics shares in Q1 2025, an estimated $74.3K.
  • Gen-Wealth Partners first reported a position in Clearwater Analytics in Q3 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Clearwater Analytics position peaked at $74.3K in Q4 2024.
  • 370 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.