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Gen-Wealth Partners’s Evergy EVRG Stock Holding History

Gen-Wealth Partners’s Portfolio EVRG Stock Details EVRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.68K Hold
112
– – ﹤0.01% 554
2026
Q1 		$9.18K Buy
112
+5
+5% +$395 ﹤0.01% 553
2025
Q4 		$7.76K Hold
107
– – ﹤0.01% 539
2025
Q3 		$8.13K Hold
107
– – ﹤0.01% 527
2025
Q2 		$7.38K Hold
107
– – ﹤0.01% 480
2025
Q1 		$7.38K Sell
107
-56
-34% -$3.67K ﹤0.01% 467
2024
Q4 		$10K Sell
163
-161
-50% -$9.96K ﹤0.01% 471
2024
Q3 		$19.5K Sell
324
-113
-26% -$6.58K 0.01% 442
2024
Q2 		$23.1K Sell
437
-1,082
-71% -$57.6K 0.01% 422
2024
Q1 		$81.1K Buy
+1,519
New +$77.6K 0.04% 324

Other funds holding EVRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Gen-Wealth Partners held its Evergy (EVRG) position steady in Q2 2026 at 112 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Gen-Wealth Partners first reported a position in EVRG in Q1 2024 and has held it in 10 quarters since. The position peaked at $81.1K in Q1 2024. 944 funds tracked by Wall St. Rank hold EVRG as of Q2 2026.

  • Gen-Wealth Partners held 112 shares of Evergy worth $9.68K as of Q2 2026.
  • Gen-Wealth Partners left its Evergy share count unchanged in Q2 2026.
  • Evergy made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #554 holding.
  • Gen-Wealth Partners first reported a position in Evergy in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Evergy position peaked at $81.1K in Q1 2024.
  • 944 funds tracked by Wall St. Rank held Evergy as of Q2 2026.

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