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Gen-Wealth Partners’s Hamilton Lane HLNE Stock Holding History

Gen-Wealth Partners’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-398
Closed -$58.9K – 644
2024
Q4 		$58.9K Hold
398
– – 0.03% 356
2024
Q3 		$72.5K Buy
+398
New +$57.6K 0.03% 346

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Hamilton Lane (HLNE) in Q1 2025, closing a stake of 398 shares — an estimated $58.9K sold.

Gen-Wealth Partners first reported a position in HLNE in Q3 2024 and held it in 2 quarters. The position peaked at $72.5K in Q3 2024. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Hamilton Lane position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 398 Hamilton Lane shares in Q1 2025, an estimated $58.9K.
  • Gen-Wealth Partners first reported a position in Hamilton Lane in Q3 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Hamilton Lane position peaked at $72.5K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

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