Gen-Wealth Partners’s Manhattan Bridge Capital LOAN Stock Holding History

Gen-Wealth Partners’s Portfolio LOAN Stock Details LOAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2K	Buy	+30,207	New	+$132K	0.01%	460
2026 Q1	–	Sell	-34,674	Closed	-$34.7K	–	741
2025 Q4	$34.7K	Buy	+34,674	New	+$172K	0.01%	421
2025 Q2	–	Sell	-37,126	Closed	–	–	655
2025 Q1	$0	Sell	37,126 -1,614	-4%	-$9.08K	﹤0.01%	649
2024 Q4	$38.7K	Buy	38,740 +1,896	+5%	+$10.4K	0.02%	382
2024 Q3	$0	Buy	+36,844	New	+$194K	﹤0.01%	692

Other funds holding LOAN

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $198M AUM 19.35% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

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

Gen-Wealth Partners opened a new position in Manhattan Bridge Capital (LOAN) in Q2 2026: 30,207 shares worth $30.2K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Gen-Wealth Partners previously reported a position in LOAN as recently as Q4 2025.

Gen-Wealth Partners first reported a position in LOAN in Q3 2024 and has held it in 5 quarters since. The position peaked at $38.7K in Q4 2024. 44 funds tracked by Wall St. Rank hold LOAN as of Q2 2026.

Gen-Wealth Partners held 30,207 shares of Manhattan Bridge Capital worth $30.2K as of Q2 2026.
Manhattan Bridge Capital was a new Gen-Wealth Partners position in Q2 2026.
Manhattan Bridge Capital made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #460 holding.
Gen-Wealth Partners first reported a position in Manhattan Bridge Capital in Q3 2024 and has held it in 5 quarters since.
Gen-Wealth Partners's Manhattan Bridge Capital position peaked at $38.7K in Q4 2024.
44 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2026.

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