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Gen-Wealth Partners’s Gartner IT Stock Holding History

Gen-Wealth Partners’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-603
Closed -$244K – 704
2025
Q2 		$244K Buy
603
+88
+17% +$36.8K 0.09% 195
2025
Q1 		$216K Sell
515
-1
-0.2% -$493 0.09% 200
2024
Q4 		$250K Buy
516
+13
+3% +$6.7K 0.11% 185
2024
Q3 		$261K Buy
503
+38
+8% +$18.3K 0.11% 185
2024
Q2 		$209K Buy
+465
New +$207K 0.1% 201

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gen-Wealth Partners's IT Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Gartner (IT) in Q3 2025, closing a stake of 603 shares — an estimated $244K sold.

Gen-Wealth Partners first reported a position in IT in Q2 2024 and held it in 5 quarters. The position peaked at $261K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 603 Gartner shares in Q3 2025, an estimated $244K.
  • Gen-Wealth Partners first reported a position in Gartner in Q2 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's Gartner position peaked at $261K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.