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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
Q2 		$1.18K Hold
15
– – ﹤0.01% 658
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gen-Wealth Partners held its Estee Lauder (EL) position steady in Q2 2026 at 15 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Gen-Wealth Partners first reported a position in EL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.57K in Q4 2025. 830 funds tracked by Wall St. Rank hold EL as of Q2 2026.

  • Gen-Wealth Partners held 15 shares of Estee Lauder worth $1.18K as of Q2 2026.
  • Gen-Wealth Partners left its Estee Lauder share count unchanged in Q2 2026.
  • Estee Lauder made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #658 holding.
  • Gen-Wealth Partners first reported a position in Estee Lauder in Q2 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Estee Lauder position peaked at $1.57K in Q4 2025.
  • 830 funds tracked by Wall St. Rank held Estee Lauder as of Q2 2026.

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