Gen-Wealth Partners
HSY icon

Gen-Wealth Partners’s Hershey HSY Stock Holding History

Gen-Wealth Partners’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-25
Closed -$4.39K – 781
2026
Q2 		$4.39K Hold
25
– – ﹤0.01% 601
2026
Q1 		$5.2K Buy
+25
New +$5.27K ﹤0.01% 589
2025
Q3 		– Sell
-17
Closed -$2.82K – 702
2025
Q2 		$2.82K Sell
17
-4,909
-100% -$809K ﹤0.01% 547
2025
Q1 		$842K Buy
4,926
+1,212
+33% +$198K 0.35% 74
2024
Q4 		$629K Buy
3,714
+822
+28% +$147K 0.27% 94
2024
Q3 		$513K Buy
2,892
+1,216
+73% +$236K 0.22% 127
2024
Q2 		$308K Buy
1,676
+278
+20% +$53.8K 0.15% 161
2024
Q1 		$272K Buy
+1,398
New +$270K 0.13% 167

Other funds holding HSY

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Hershey Trust Company
Hershey Trust Company Hershey, Pennsylvania $8.72B AUM 0.12% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Gen-Wealth Partners's HSY Position: Q3 2026 in Review

Gen-Wealth Partners sold out of Hershey (HSY) in Q3 2026, closing a stake of 25 shares — an estimated $4.39K sold.

Gen-Wealth Partners first reported a position in HSY in Q1 2024 and held it in 8 quarters. The position peaked at $842K in Q1 2025. 834 funds tracked by Wall St. Rank hold HSY as of Q3 2026.

  • Gen-Wealth Partners reported no remaining Hershey position as of Q3 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 25 Hershey shares in Q3 2026, an estimated $4.39K.
  • Gen-Wealth Partners first reported a position in Hershey in Q1 2024 and held it in 8 quarters.
  • Gen-Wealth Partners's Hershey position peaked at $842K in Q1 2025.
  • 834 funds tracked by Wall St. Rank held Hershey as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.