GWP
IXC icon

Gen-Wealth Partners’s iShares Global Energy ETF IXC Stock Holding History

Gen-Wealth Partners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-16
Closed -$668 – 706
2025
Q3 		$668 Hold
16
– – ﹤0.01% 640
2025
Q2 		$629 Hold
16
– – ﹤0.01% 606
2025
Q1 		$673 Sell
16
-4,295
-100% -$172K ﹤0.01% 579
2024
Q4 		$165K Buy
4,311
+203
+5% +$8.31K 0.07% 227
2024
Q3 		$166K Buy
4,108
+453
+12% +$18.6K 0.07% 235
2024
Q2 		$152K Sell
3,655
-10,641
-74% -$456K 0.07% 236
2024
Q1 		$614K Buy
+14,296
New +$566K 0.3% 75

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gen-Wealth Partners's IXC Position: Q4 2025 in Review

Gen-Wealth Partners sold out of iShares Global Energy ETF (IXC) in Q4 2025, closing a stake of 16 shares — an estimated $668 sold.

Gen-Wealth Partners first reported a position in IXC in Q1 2024 and held it in 7 quarters. The position peaked at $614K in Q1 2024. 296 funds tracked by Wall St. Rank hold IXC as of Q4 2025.

  • Gen-Wealth Partners reported no remaining iShares Global Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 16 iShares Global Energy ETF shares in Q4 2025, an estimated $668.
  • Gen-Wealth Partners first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 7 quarters.
  • Gen-Wealth Partners's iShares Global Energy ETF position peaked at $614K in Q1 2024.
  • 296 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.