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Gen-Wealth Partners’s Ferguson FERG Stock Holding History

Gen-Wealth Partners’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.2K Buy
161
+6
+4% +$1.45K 0.01% 436
2026
Q1 		$36.2K Sell
155
-61
-28% -$14.8K 0.01% 425
2025
Q4 		$48.1K Buy
+216
New +$51.6K 0.02% 389

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Gen-Wealth Partners's FERG Position: Q2 2026 in Review

Gen-Wealth Partners increased its Ferguson (FERG) stake by 3.9% in Q2 2026, buying an estimated $1.45K and bringing the position to 161 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #436.

Gen-Wealth Partners first reported a position in FERG in Q4 2025 and has held it in 3 quarters since. The position peaked at $48.1K in Q4 2025. 514 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Gen-Wealth Partners held 161 shares of Ferguson worth $38.2K as of Q2 2026.
  • Gen-Wealth Partners bought 6 Ferguson shares in Q2 2026, an estimated $1.45K.
  • Ferguson made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #436 holding.
  • Gen-Wealth Partners first reported a position in Ferguson in Q4 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Ferguson position peaked at $48.1K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.