Gen-Wealth Partners’s Loar Holdings LOAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-835	Closed	-$61.7K	–	675
2024 Q4	$61.7K	Buy	+835	New	+$68.4K	0.03%	347

Other funds holding LOAR

ACM

Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gen-Wealth Partners's LOAR Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Loar Holdings (LOAR) in Q1 2025, closing a stake of 835 shares — an estimated $61.7K sold.

Gen-Wealth Partners first reported a position in LOAR in Q4 2024 and held it in 1 quarter. The position peaked at $61.7K in Q4 2024. 161 funds tracked by Wall St. Rank hold LOAR as of Q1 2025.

Gen-Wealth Partners reported no remaining Loar Holdings position as of Q1 2025 after selling out during the quarter.
Gen-Wealth Partners sold 835 Loar Holdings shares in Q1 2025, an estimated $61.7K.
Gen-Wealth Partners first reported a position in Loar Holdings in Q4 2024 and held it in 1 quarter.
Gen-Wealth Partners's Loar Holdings position peaked at $61.7K in Q4 2024.
161 funds tracked by Wall St. Rank held Loar Holdings as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.