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Gen-Wealth Partners’s Expeditors International EXPD Stock Holding History

Gen-Wealth Partners’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$361K Sell
2,519
-331
-12% -$50.3K 0.11% 168
2025
Q4 		$425K Sell
2,850
-1,206
-30% -$164K 0.14% 155
2025
Q3 		$497K Sell
4,056
-433
-10% -$51.5K 0.17% 148
2025
Q2 		$513K Sell
4,489
-4
-0.1% -$448 0.2% 131
2025
Q1 		$540K Sell
4,493
-24
-0.5% -$2.76K 0.23% 119
2024
Q4 		$500K Buy
4,517
+317
+8% +$37.8K 0.22% 136
2024
Q3 		$502K Sell
4,200
-1,629
-28% -$199K 0.22% 134
2024
Q2 		$727K Buy
5,829
+750
+15% +$89.3K 0.35% 64
2024
Q1 		$617K Buy
+5,079
New +$628K 0.31% 74

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VPM
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First Eagle Investment Management
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Loomis, Sayles & Company
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Geode Capital Management
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Fidelity International
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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return