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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Gen-Wealth Partners's EXC Position: Q1 2026 in Review

Gen-Wealth Partners increased its Exelon (EXC) stake by 8.6% in Q1 2026, buying an estimated $10.5K and bringing the position to 2,858 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #290.

Gen-Wealth Partners first reported a position in EXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $172K in Q1 2024. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Gen-Wealth Partners held 2,858 shares of Exelon worth $140K as of Q1 2026.
  • Gen-Wealth Partners bought 226 Exelon shares in Q1 2026, an estimated $10.5K.
  • Exelon made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #290 holding.
  • Gen-Wealth Partners first reported a position in Exelon in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Exelon position peaked at $172K in Q1 2024.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.