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Gen-Wealth Partners’s Guidewire Software GWRE Stock Holding History

Gen-Wealth Partners’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-925
Closed -$186K – 738
2025
Q4 		$186K Buy
925
+13
+1% +$2.88K 0.06% 268
2025
Q3 		$210K Hold
912
– – 0.07% 237
2025
Q2 		$215K Hold
912
– – 0.08% 213
2025
Q1 		$171K Hold
912
– – 0.07% 225
2024
Q4 		$154K Hold
912
– – 0.07% 235
2024
Q3 		$173K Buy
+912
New +$139K 0.08% 227

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VPM
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DCP
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VCM
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Massachusetts Financial Services
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Gen-Wealth Partners's GWRE Position: Q1 2026 in Review

Gen-Wealth Partners sold out of Guidewire Software (GWRE) in Q1 2026, closing a stake of 925 shares — an estimated $186K sold.

Gen-Wealth Partners first reported a position in GWRE in Q3 2024 and held it in 6 quarters. The position peaked at $215K in Q2 2025. 593 funds tracked by Wall St. Rank hold GWRE as of Q1 2026.

  • Gen-Wealth Partners reported no remaining Guidewire Software position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 925 Guidewire Software shares in Q1 2026, an estimated $186K.
  • Gen-Wealth Partners first reported a position in Guidewire Software in Q3 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Guidewire Software position peaked at $215K in Q2 2025.
  • 593 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.