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Gen-Wealth Partners’s Equity Lifestyle Properties ELS Stock Holding History

Gen-Wealth Partners’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Sell
2,013
-2,240
-53% -$142K 0.04% 295
2026
Q1 		$265K Buy
+4,253
New +$275K 0.08% 221

Other funds holding ELS

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Equity Lifestyle Properties (ELS) stake by 53% in Q2 2026, selling an estimated $142K and leaving 2,013 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #295.

Gen-Wealth Partners first reported a position in ELS in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 477 funds tracked by Wall St. Rank hold ELS as of Q2 2026.

  • Gen-Wealth Partners held 2,013 shares of Equity Lifestyle Properties worth $130K as of Q2 2026.
  • Gen-Wealth Partners sold 2,240 Equity Lifestyle Properties shares in Q2 2026, an estimated $142K.
  • Equity Lifestyle Properties made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #295 holding.
  • Gen-Wealth Partners first reported a position in Equity Lifestyle Properties in Q1 2026 and has held it in 2 quarters since.
  • Gen-Wealth Partners's Equity Lifestyle Properties position peaked at $265K in Q1 2026.
  • 477 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q2 2026.

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