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Gen-Wealth Partners’s HNI Corp HNI Stock Holding History

Gen-Wealth Partners’s Portfolio HNI Stock Details HNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$768 Hold
23
– – ﹤0.01% 678
2025
Q4 		$967 Buy
+23
New +$971 ﹤0.01% 642

Other funds holding HNI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Gen-Wealth Partners held its HNI Corp (HNI) position steady in Q1 2026 at 23 shares worth $768. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Gen-Wealth Partners first reported a position in HNI in Q4 2025 and has held it in 2 quarters since. The position peaked at $967 in Q4 2025. 282 funds tracked by Wall St. Rank hold HNI as of Q1 2026.

  • Gen-Wealth Partners held 23 shares of HNI Corp worth $768 as of Q1 2026.
  • Gen-Wealth Partners left its HNI Corp share count unchanged in Q1 2026.
  • HNI Corp made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #678 holding.
  • Gen-Wealth Partners first reported a position in HNI Corp in Q4 2025 and has held it in 2 quarters since.
  • Gen-Wealth Partners's HNI Corp position peaked at $967 in Q4 2025.
  • 282 funds tracked by Wall St. Rank held HNI Corp as of Q1 2026.

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