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Gen-Wealth Partners’s Interactive Brokers IBKR Stock Holding History

Gen-Wealth Partners’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,360
Closed -$97.7K – 651
2025
Q1 		$97.7K Hold
2,360
– – 0.04% 276
2024
Q4 		$104K Hold
2,360
– – 0.04% 281
2024
Q3 		$91K Hold
2,360
– – 0.04% 296
2024
Q2 		$72.3K Buy
+2,360
New +$70.4K 0.04% 331

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Gen-Wealth Partners's IBKR Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Interactive Brokers (IBKR) in Q2 2025, closing a stake of 2,360 shares — an estimated $97.7K sold.

Gen-Wealth Partners first reported a position in IBKR in Q2 2024 and held it in 4 quarters. The position peaked at $104K in Q4 2024. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Interactive Brokers position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,360 Interactive Brokers shares in Q2 2025, an estimated $97.7K.
  • Gen-Wealth Partners first reported a position in Interactive Brokers in Q2 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Interactive Brokers position peaked at $104K in Q4 2024.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.