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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
2026
Q1 		$269K Buy
1,240
+387
+45% +$90.3K 0.08% 220
2025
Q4 		$247K Sell
853
-2,603
-75% -$731K 0.08% 239
2025
Q3 		$990K Buy
3,456
+234
+7% +$89.4K 0.33% 69
2025
Q2 		$1.44M Buy
3,222
+190
+6% +$83.2K 0.56% 47
2025
Q1 		$1.38M Buy
3,032
+1,329
+78% +$605K 0.58% 45
2024
Q4 		$818K Buy
1,703
+335
+24% +$159K 0.35% 63
2024
Q3 		$621K Buy
1,368
+549
+67% +$233K 0.27% 88
2024
Q2 		$334K Buy
819
+216
+36% +$91.8K 0.16% 149
2024
Q1 		$274K Buy
+603
New +$281K 0.14% 165

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gen-Wealth Partners increased its Factset (FDS) stake by 45% in Q1 2026, buying an estimated $90.3K and bringing the position to 1,240 shares worth $269K. The position accounts for 0.08% of the portfolio, ranked #220.

Gen-Wealth Partners first reported a position in FDS in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q2 2025. 721 funds tracked by Wall St. Rank hold FDS as of Q1 2026.

  • Gen-Wealth Partners held 1,240 shares of Factset worth $269K as of Q1 2026.
  • Gen-Wealth Partners bought 387 Factset shares in Q1 2026, an estimated $90.3K.
  • Factset made up 0.08% of Gen-Wealth Partners's portfolio in Q1 2026, its #220 holding.
  • Gen-Wealth Partners first reported a position in Factset in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Factset position peaked at $1.44M in Q2 2025.
  • 721 funds tracked by Wall St. Rank held Factset as of Q1 2026.

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