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Gen-Wealth Partners’s Estee Lauder EL Stock Holding History

Gen-Wealth Partners’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08K Hold
15
– – ﹤0.01% 671
2025
Q4 		$1.57K Hold
15
– – ﹤0.01% 624
2025
Q3 		$1.32K Hold
15
– – ﹤0.01% 622
2025
Q2 		$1.21K Buy
+15
New +$965 ﹤0.01% 580

Other funds holding EL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

Gen-Wealth Partners held its Estee Lauder (EL) position steady in Q1 2026 at 15 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Gen-Wealth Partners first reported a position in EL in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.57K in Q4 2025. 831 funds tracked by Wall St. Rank hold EL as of Q1 2026.

  • Gen-Wealth Partners held 15 shares of Estee Lauder worth $1.08K as of Q1 2026.
  • Gen-Wealth Partners left its Estee Lauder share count unchanged in Q1 2026.
  • Estee Lauder made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #671 holding.
  • Gen-Wealth Partners first reported a position in Estee Lauder in Q2 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Estee Lauder position peaked at $1.57K in Q4 2025.
  • 831 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2026.

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