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Gen-Wealth Partners’s Flowserve FLS Stock Holding History

Gen-Wealth Partners’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-38
Closed -$2K – 699
2025
Q2 		$2K Hold
38
– – ﹤0.01% 561
2025
Q1 		$1.87K Sell
38
-1,385
-97% -$78.7K ﹤0.01% 546
2024
Q4 		$81.9K Hold
1,423
– – 0.04% 309
2024
Q3 		$76.5K Buy
1,423
+1,385
+3,645% +$66.7K 0.03% 328
2024
Q2 		$1.84K Hold
38
– – ﹤0.01% 580
2024
Q1 		$1.75K Buy
+38
New +$1.6K ﹤0.01% 569

Other funds holding FLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Flowserve (FLS) in Q3 2025, closing a stake of 38 shares — an estimated $2K sold.

Gen-Wealth Partners first reported a position in FLS in Q1 2024 and held it in 6 quarters. The position peaked at $81.9K in Q4 2024. 519 funds tracked by Wall St. Rank hold FLS as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Flowserve position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 38 Flowserve shares in Q3 2025, an estimated $2K.
  • Gen-Wealth Partners first reported a position in Flowserve in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Flowserve position peaked at $81.9K in Q4 2024.
  • 519 funds tracked by Wall St. Rank held Flowserve as of Q3 2025.

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