Gen-Wealth Partners’s State Street SPDR Bloomberg Investment Grade Floating Rate ETF FLRN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.7K	Buy	508 +5	+1%	+$154	﹤0.01%	521
2026 Q1	$15.5K	Buy	503 +3	+0.6%	+$92	﹤0.01%	506
2025 Q4	$15.4K	Buy	500 +8	+2%	+$246	﹤0.01%	493
2025 Q3	$15.2K	Buy	+492	New	+$15.2K	0.01%	488

Other funds holding FLRN

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

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

Gen-Wealth Partners increased its State Street SPDR Bloomberg Investment Grade Floating Rate ETF (FLRN) stake by 0.99% in Q2 2026, buying an estimated $154 and bringing the position to 508 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Gen-Wealth Partners first reported a position in FLRN in Q3 2025 and has held it in 4 quarters since. 361 funds tracked by Wall St. Rank hold FLRN as of Q2 2026.

Gen-Wealth Partners held 508 shares of State Street SPDR Bloomberg Investment Grade Floating Rate ETF worth $15.7K as of Q2 2026.
Gen-Wealth Partners bought 5 State Street SPDR Bloomberg Investment Grade Floating Rate ETF shares in Q2 2026, an estimated $154.
State Street SPDR Bloomberg Investment Grade Floating Rate ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #521 holding.
Gen-Wealth Partners first reported a position in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in Q3 2025 and has held it in 4 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Investment Grade Floating Rate ETF as of Q2 2026.

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