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Gen-Wealth Partners’s Equitable Holdings EQH Stock Holding History

Gen-Wealth Partners’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,100
Closed -$99.1K – 639
2024
Q4 		$99.1K Hold
2,100
– – 0.04% 286
2024
Q3 		$97K Hold
2,100
– – 0.04% 288
2024
Q2 		$85.8K Hold
2,100
– – 0.04% 300
2024
Q1 		$79.8K Buy
+2,100
New +$71.4K 0.04% 329

Other funds holding EQH

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Gen-Wealth Partners's EQH Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Equitable Holdings (EQH) in Q1 2025, closing a stake of 2,100 shares — an estimated $99.1K sold.

Gen-Wealth Partners first reported a position in EQH in Q1 2024 and held it in 4 quarters. The position peaked at $99.1K in Q4 2024. 575 funds tracked by Wall St. Rank hold EQH as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Equitable Holdings position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,100 Equitable Holdings shares in Q1 2025, an estimated $99.1K.
  • Gen-Wealth Partners first reported a position in Equitable Holdings in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Equitable Holdings position peaked at $99.1K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.