Gen-Wealth Partners’s IBM IBM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.03M	Buy	9,210 +137	+2%	+$32.5K	0.57%	40
2026 Q2	$2.55M	Hold	9,073	–	–	0.71%	37
2026 Q1	$2.2M	Buy	9,073 +373	+4%	+$101K	0.69%	40
2025 Q4	$2.58M	Sell	8,700 -874	-9%	-$262K	0.83%	24
2025 Q3	$2.7M	Buy	9,574 +483	+5%	+$126K	0.91%	19
2025 Q2	$2.68M	Sell	9,091 -862	-9%	-$222K	1.03%	16
2025 Q1	$2.47M	Sell	9,953 -373	-4%	-$91.2K	1.03%	14
2024 Q4	$2.27M	Sell	10,326 -215	-2%	-$47.9K	0.98%	14
2024 Q3	$2.16M	Sell	10,541 -187	-2%	-$36.7K	0.94%	17
2024 Q2	$1.86M	Buy	10,728 +515	+5%	+$89.5K	0.9%	22
2024 Q1	$1.95M	Buy	+10,213	New	+$1.86M	0.97%	18

Other funds holding IBM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Gen-Wealth Partners increased its IBM (IBM) stake by 1.5% in Q3 2026, buying an estimated $32.5K and bringing the position to 9,210 shares worth $2.03M. The position accounts for 0.57% of the portfolio, ranked #40.

Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.7M in Q3 2025. 2,255 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Gen-Wealth Partners held 9,210 shares of IBM worth $2.03M as of Q3 2026.
Gen-Wealth Partners bought 137 IBM shares in Q3 2026, an estimated $32.5K.
IBM made up 0.57% of Gen-Wealth Partners's portfolio in Q3 2026, its #40 holding.
Gen-Wealth Partners first reported a position in IBM in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's IBM position peaked at $2.7M in Q3 2025.
2,255 funds tracked by Wall St. Rank held IBM as of Q3 2026.

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