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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
Q2 		– Sell
-696
Closed -$301K – 734
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gen-Wealth Partners's INTU Position: Q2 2026 in Review

Gen-Wealth Partners sold out of Intuit (INTU) in Q2 2026, closing a stake of 696 shares — an estimated $301K sold.

Gen-Wealth Partners first reported a position in INTU in Q1 2024 and held it in 9 quarters. The position peaked at $1.19M in Q2 2025. 1,749 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • Gen-Wealth Partners reported no remaining Intuit position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 696 Intuit shares in Q2 2026, an estimated $301K.
  • Gen-Wealth Partners first reported a position in Intuit in Q1 2024 and held it in 9 quarters.
  • Gen-Wealth Partners's Intuit position peaked at $1.19M in Q2 2025.
  • 1,749 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.