Gen-Wealth Partners’s Intuit INTU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$301K	Sell	696 -202	-22%	-$96.4K	0.09%	205
2025 Q4	$595K	Sell	898 -426	-32%	-$282K	0.19%	106
2025 Q3	$904K	Sell	1,324 -192	-13%	-$138K	0.31%	79
2025 Q2	$1.19M	Buy	1,516 +84	+6%	+$56.8K	0.46%	56
2025 Q1	$879K	Buy	1,432 +197	+16%	+$118K	0.37%	70
2024 Q4	$776K	Buy	1,235 +281	+29%	+$180K	0.33%	71
2024 Q3	$592K	Buy	954 +353	+59%	+$225K	0.26%	101
2024 Q2	$395K	Buy	601 +96	+19%	+$59.5K	0.19%	135
2024 Q1	$328K	Buy	+505	New	+$322K	0.16%	143

Other funds holding INTU

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Intuit (INTU) stake by 22% in Q1 2026, selling an estimated $96.4K and leaving 696 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #205.

Gen-Wealth Partners first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 2,005 funds tracked by Wall St. Rank hold INTU as of Q1 2026.

Gen-Wealth Partners held 696 shares of Intuit worth $301K as of Q1 2026.
Gen-Wealth Partners sold 202 Intuit shares in Q1 2026, an estimated $96.4K.
Intuit made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #205 holding.
Gen-Wealth Partners first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Intuit position peaked at $1.19M in Q2 2025.
2,005 funds tracked by Wall St. Rank held Intuit as of Q1 2026.

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