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Gen-Wealth Partners’s Global Industrial GIC Stock Holding History

Gen-Wealth Partners’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$2.48K – 641
2024
Q4 		$2.48K Hold
100
– – ﹤0.01% 570
2024
Q3 		$2.62K Hold
100
– – ﹤0.01% 590
2024
Q2 		$3.14K Hold
100
– – ﹤0.01% 555
2024
Q1 		$4.48K Buy
+100
New +$4.27K ﹤0.01% 522

Other funds holding GIC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gen-Wealth Partners's GIC Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Global Industrial (GIC) in Q1 2025, closing a stake of 100 shares — an estimated $2.48K sold.

Gen-Wealth Partners first reported a position in GIC in Q1 2024 and held it in 4 quarters. The position peaked at $4.48K in Q1 2024. 130 funds tracked by Wall St. Rank hold GIC as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Global Industrial position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 100 Global Industrial shares in Q1 2025, an estimated $2.48K.
  • Gen-Wealth Partners first reported a position in Global Industrial in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Global Industrial position peaked at $4.48K in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Global Industrial as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.