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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Gen-Wealth Partners's CWB Position: Q1 2026 in Review

Gen-Wealth Partners held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q1 2026 at 130 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Gen-Wealth Partners first reported a position in CWB in Q1 2024 and has held it in 9 quarters since. 523 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

Gen-Wealth Partners held 130 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $11.9K as of Q1 2026.
Gen-Wealth Partners left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q1 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #528 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2024 and has held it in 9 quarters since.
523 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.