Gen-Wealth Partners
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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
Q3 		$23.9K Buy
+87
New +$27.3K 0.01% 525
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Gen-Wealth Partners opened a new position in Intuit (INTU) in Q3 2026: 87 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Gen-Wealth Partners previously reported a position in INTU as recently as Q1 2026.

Gen-Wealth Partners first reported a position in INTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.19M in Q2 2025. 1,426 funds tracked by Wall St. Rank hold INTU as of Q3 2026.

  • Gen-Wealth Partners held 87 shares of Intuit worth $23.9K as of Q3 2026.
  • Intuit was a new Gen-Wealth Partners position in Q3 2026.
  • Intuit made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #525 holding.
  • Gen-Wealth Partners first reported a position in Intuit in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Intuit position peaked at $1.19M in Q2 2025.
  • 1,426 funds tracked by Wall St. Rank held Intuit as of Q3 2026.

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