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Gen-Wealth Partners’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Gen-Wealth Partners’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,290
Closed -$147K – 671
2024
Q1 		$147K Buy
+4,290
New +$140K 0.07% 254

Other funds holding HRTS

SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FFA
Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Gen-Wealth Partners's HRTS Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Tema ETF Trust Tema Heart & Health ETF (HRTS) in Q2 2024, closing a stake of 4,290 shares — an estimated $147K sold.

Gen-Wealth Partners first reported a position in HRTS in Q1 2024 and held it in 1 quarter. The position peaked at $147K in Q1 2024. 18 funds tracked by Wall St. Rank hold HRTS as of Q2 2024.

  • Gen-Wealth Partners reported no remaining Tema ETF Trust Tema Heart & Health ETF position as of Q2 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 4,290 Tema ETF Trust Tema Heart & Health ETF shares in Q2 2024, an estimated $147K.
  • Gen-Wealth Partners first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q1 2024 and held it in 1 quarter.
  • Gen-Wealth Partners's Tema ETF Trust Tema Heart & Health ETF position peaked at $147K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.