Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
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Research analysts, their latest ratings and performance metrics
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Research analyst firms, their latest ratings and performance metrics
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Fund Manager Index
Stock index based on fund manager activity updated each quarter
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GWP
Gen-Wealth Partners’s
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
Shares
Change %
Capital Flow
Portfolio Weight
Portfolio Position
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
$9.5K
Buy
+130
New
+$9.5K
﹤0.01%
458
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Fund Activity
Fund Portfolios
Latest stock portfolios of the world's best investors and hedge funds
Fund Trends
Stocks ranked by hedge fund and large institutional investor activity
Large Buys & Sells
Recent large buys and sells by hedge funds and large institutional investors
Analyst Outlook
Analyst Upside
Stocks ranked by analyst price target upside potential
Latest Price Targets
Latest analyst price targets & ratings by research analysts
Analysts
Research analysts, their latest ratings and performance metrics
Analyst Firms
Research analyst firms, their latest ratings and performance metrics
WSR Indexes
Fund Manager Index
Stock index based on fund manager activity updated each quarter
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