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Gen-Wealth Partners’s HEICO Corp HEI Stock Holding History

Gen-Wealth Partners’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$139K Buy
+390
New +$119K 0.04% 281
2024
Q3 		– Sell
-358
Closed -$86.6K – 684
2024
Q2 		$80.1K Buy
+358
New +$75.6K 0.04% 314

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners opened a new position in HEICO Corp (HEI) in Q2 2026: 390 shares worth $139K. The stake represents 0.04% of the portfolio and ranks #281 among its holdings. This is a return to the name: Gen-Wealth Partners previously reported a position in HEI as recently as Q2 2024.

Gen-Wealth Partners first reported a position in HEI in Q2 2024 and has held it in 2 quarters since. 775 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • Gen-Wealth Partners held 390 shares of HEICO Corp worth $139K as of Q2 2026.
  • HEICO Corp was a new Gen-Wealth Partners position in Q2 2026.
  • HEICO Corp made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #281 holding.
  • Gen-Wealth Partners first reported a position in HEICO Corp in Q2 2024 and has held it in 2 quarters since.
  • 775 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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