Gen-Wealth Partners’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
3,222
+190
| +6% | +$85K | 0.56% | 47 |
|
|
2025
Q1 | $1.38M | Buy |
3,032
+1,329
| +78% | +$604K | 0.58% | 45 |
|
|
2024
Q4 | $818K | Buy |
1,703
+335
| +24% | +$161K | 0.35% | 63 |
|
|
2024
Q3 | $621K | Buy |
1,368
+549
| +67% | +$249K | 0.27% | 88 |
|
|
2024
Q2 | $334K | Buy |
819
+216
| +36% | +$88.2K | 0.16% | 149 |
|
|
2024
Q1 | $274K | Buy |
+603
| New | +$274K | 0.14% | 165 |
|