Gen-Wealth Partners’s ENVESTNET, INC. ENV Stock Holding History

Gen-Wealth Partners’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-50	Closed	-$3.14K	–	694
2024 Q3	$3.14K	Hold	50	–	–	﹤0.01%	581
2024 Q2	$3.13K	Hold	50	–	–	﹤0.01%	557
2024 Q1	$2.9K	Buy	+50	New	+$2.61K	﹤0.01%	551

Other funds holding ENV

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Gen-Wealth Partners's ENV Position: Q4 2024 in Review

Gen-Wealth Partners sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 50 shares — an estimated $3.14K sold.

Gen-Wealth Partners first reported a position in ENV in Q1 2024 and held it in 3 quarters. The position peaked at $3.14K in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Gen-Wealth Partners reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 50 ENVESTNET, INC. shares in Q4 2024, an estimated $3.14K.
Gen-Wealth Partners first reported a position in ENVESTNET, INC. in Q1 2024 and held it in 3 quarters.
Gen-Wealth Partners's ENVESTNET, INC. position peaked at $3.14K in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.