GWP
FISV

Gen-Wealth Partners’s Fiserv Inc FISV Stock Holding History

Gen-Wealth Partners’s Portfolio FISV Stock Details FISV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-5,301
Closed -$914K – 697
2025
Q2 		$914K Buy
5,301
+864
+19% +$157K 0.35% 78
2025
Q1 		$980K Buy
4,437
+283
+7% +$62K 0.41% 59
2024
Q4 		$853K Buy
4,154
+734
+21% +$150K 0.37% 59
2024
Q3 		$683K Buy
3,420
+828
+32% +$137K 0.3% 75
2024
Q2 		$386K Buy
2,592
+492
+23% +$74.5K 0.19% 138
2024
Q1 		$336K Buy
+2,100
New +$306K 0.17% 137

Other funds holding FISV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gen-Wealth Partners's FISV Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Fiserv Inc (FISV) in Q3 2025, closing a stake of 5,301 shares — an estimated $914K sold.

Gen-Wealth Partners first reported a position in FISV in Q1 2024 and held it in 6 quarters. The position peaked at $980K in Q1 2025. 1,732 funds tracked by Wall St. Rank hold FISV as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Fiserv Inc position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 5,301 Fiserv Inc shares in Q3 2025, an estimated $914K.
  • Gen-Wealth Partners first reported a position in Fiserv Inc in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Fiserv Inc position peaked at $980K in Q1 2025.
  • 1,732 funds tracked by Wall St. Rank held Fiserv Inc as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.