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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Gen-Wealth Partners opened a new position in Hershey (HSY) in Q1 2026: 25 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings. This is a return to the name: Gen-Wealth Partners previously reported a position in HSY as recently as Q2 2025.

Gen-Wealth Partners first reported a position in HSY in Q1 2024 and has held it in 7 quarters since. The position peaked at $842K in Q1 2025. 1,472 funds tracked by Wall St. Rank hold HSY as of Q1 2026.

Gen-Wealth Partners held 25 shares of Hershey worth $5.2K as of Q1 2026.
Hershey was a new Gen-Wealth Partners position in Q1 2026.
Hershey made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #589 holding.
Gen-Wealth Partners first reported a position in Hershey in Q1 2024 and has held it in 7 quarters since.
Gen-Wealth Partners's Hershey position peaked at $842K in Q1 2025.
1,472 funds tracked by Wall St. Rank held Hershey as of Q1 2026.

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