Gen-Wealth Partners’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$990K	Buy
2025 Q2	$1.44M	Buy
2025 Q1	$1.38M	Buy
2024 Q4	$818K	Buy
2024 Q3	$621K	Buy
2024 Q2	$334K	Buy
2024 Q1	$274K	Buy