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 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 $207M AUM 13.85% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

FFA

Frazier Financial Advisors Columbus, Ohio $181M AUM 11.16% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CSP

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Gen-Wealth Partners's LOAN Position: Q1 2026 in Review

Gen-Wealth Partners sold out of Manhattan Bridge Capital (LOAN) in Q1 2026, closing a stake of 34,674 shares — an estimated $34.7K sold.

Gen-Wealth Partners first reported a position in LOAN in Q3 2024 and held it in 4 quarters. The position peaked at $38.7K in Q4 2024. 47 funds tracked by Wall St. Rank hold LOAN as of Q1 2026.

Gen-Wealth Partners reported no remaining Manhattan Bridge Capital position as of Q1 2026 after selling out during the quarter.
Gen-Wealth Partners sold 34,674 Manhattan Bridge Capital shares in Q1 2026, an estimated $34.7K.
Gen-Wealth Partners first reported a position in Manhattan Bridge Capital in Q3 2024 and held it in 4 quarters.
Gen-Wealth Partners's Manhattan Bridge Capital position peaked at $38.7K in Q4 2024.
47 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.