Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GWP
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
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
ECM
Evergreen Capital Management
Bellevue, Washington
$4.61B AUM
25.58%
1-Year Est. Return
VCM
Verger Capital Management
Winston-Salem, North Carolina
$339M AUM
19.43%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VCM
Versant Capital Management
Phoenix, Arizona
$1.12B AUM
34.21%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Cetera Investment Advisers
Schaumburg, Illinois
$94B AUM
20.14%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close