Gen-Wealth Partners’s HubSpot HUBS Stock Holding History

Gen-Wealth Partners’s Portfolio HUBS Stock Details HUBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-127	Closed	-$74.9K	–	686
2024 Q2	$74.9K	Hold	127	–	–	0.04%	324
2024 Q1	$79.6K	Buy	+127	New	+$76.3K	0.04%	330

Other funds holding HUBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Gen-Wealth Partners's HUBS Position: Q3 2024 in Review

Gen-Wealth Partners sold out of HubSpot (HUBS) in Q3 2024, closing a stake of 127 shares — an estimated $74.9K sold.

Gen-Wealth Partners first reported a position in HUBS in Q1 2024 and held it in 2 quarters. The position peaked at $79.6K in Q1 2024. 724 funds tracked by Wall St. Rank hold HUBS as of Q3 2024.

Gen-Wealth Partners reported no remaining HubSpot position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 127 HubSpot shares in Q3 2024, an estimated $74.9K.
Gen-Wealth Partners first reported a position in HubSpot in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's HubSpot position peaked at $79.6K in Q1 2024.
724 funds tracked by Wall St. Rank held HubSpot as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.