Gen-Wealth Partners’s Eagle Materials EXP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-286	Closed	-$77.7K	–	666
2024 Q1	$77.7K	Buy	+286	New	+$67.6K	0.04%	332

Other funds holding EXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Gen-Wealth Partners's EXP Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 286 shares — an estimated $77.7K sold.

Gen-Wealth Partners first reported a position in EXP in Q1 2024 and held it in 1 quarter. The position peaked at $77.7K in Q1 2024. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

Gen-Wealth Partners reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
Gen-Wealth Partners sold 286 Eagle Materials shares in Q2 2024, an estimated $77.7K.
Gen-Wealth Partners first reported a position in Eagle Materials in Q1 2024 and held it in 1 quarter.
Gen-Wealth Partners's Eagle Materials position peaked at $77.7K in Q1 2024.
469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.