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Gen-Wealth Partners’s Exelon EXC Stock Holding History

Gen-Wealth Partners’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$127K Sell
2,729
-129
-5% -$5.97K 0.04% 303
2026
Q1 		$140K Buy
2,858
+226
+9% +$10.5K 0.04% 290
2025
Q4 		$115K Buy
2,632
+177
+7% +$8.08K 0.04% 309
2025
Q3 		$111K Buy
2,455
+2,009
+450% +$88.2K 0.04% 310
2025
Q2 		$19.4K Buy
446
+28
+7% +$1.25K 0.01% 420
2025
Q1 		$19.3K Sell
418
-177
-30% -$7.4K 0.01% 407
2024
Q4 		$22.4K Sell
595
-739
-55% -$28.7K 0.01% 420
2024
Q3 		$53K Sell
1,334
-395
-23% -$14.9K 0.02% 373
2024
Q2 		$59.8K Sell
1,729
-2,840
-62% -$105K 0.03% 360
2024
Q1 		$172K Buy
+4,569
New +$163K 0.09% 230

Other funds holding EXC

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Exelon (EXC) stake by 4.5% in Q2 2026, selling an estimated $5.97K and leaving 2,729 shares worth $127K. The position accounts for 0.04% of the portfolio, ranked #303.

Gen-Wealth Partners first reported a position in EXC in Q1 2024 and has held it in 10 quarters since. The position peaked at $172K in Q1 2024. 1,290 funds tracked by Wall St. Rank hold EXC as of Q2 2026.

  • Gen-Wealth Partners held 2,729 shares of Exelon worth $127K as of Q2 2026.
  • Gen-Wealth Partners sold 129 Exelon shares in Q2 2026, an estimated $5.97K.
  • Exelon made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #303 holding.
  • Gen-Wealth Partners first reported a position in Exelon in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Exelon position peaked at $172K in Q1 2024.
  • 1,290 funds tracked by Wall St. Rank held Exelon as of Q2 2026.

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