Gen-Wealth Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14K	Hold	130	–	–	﹤0.01%	527
2026 Q1	$11.9K	Hold	130	–	–	﹤0.01%	528
2025 Q4	$11.6K	Hold	130	–	–	﹤0.01%	518
2025 Q3	$11.8K	Hold	130	–	–	﹤0.01%	509
2025 Q2	$10.7K	Hold	130	–	–	﹤0.01%	459
2025 Q1	$9.96K	Hold	130	–	–	﹤0.01%	446
2024 Q4	$10.1K	Hold	130	–	–	﹤0.01%	469
2024 Q3	$10.1K	Hold	130	–	–	﹤0.01%	494
2024 Q2	$9.37K	Hold	130	–	–	﹤0.01%	473
2024 Q1	$9.49K	Buy	+130	New	+$9.31K	﹤0.01%	458

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Gen-Wealth Partners held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 130 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Gen-Wealth Partners first reported a position in CWB in Q1 2024 and has held it in 10 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Gen-Wealth Partners held 130 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $14K as of Q2 2026.
Gen-Wealth Partners left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #527 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2024 and has held it in 10 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

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