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Gen-Wealth Partners’s MasterBrand MBC Stock Holding History

Gen-Wealth Partners’s Portfolio MBC Stock Details MBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-588
Closed -$8.59K – 650
2024
Q4 		$8.59K Hold
588
– – ﹤0.01% 483
2024
Q3 		$10.7K Hold
588
– – ﹤0.01% 486
2024
Q2 		$8.63K Hold
588
– – ﹤0.01% 481
2024
Q1 		$11K Buy
+588
New +$9.32K 0.01% 450

Other funds holding MBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.16B AUM 23.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gen-Wealth Partners sold out of MasterBrand (MBC) in Q1 2025, closing a stake of 588 shares — an estimated $8.59K sold.

Gen-Wealth Partners first reported a position in MBC in Q1 2024 and held it in 4 quarters. The position peaked at $11K in Q1 2024. 341 funds tracked by Wall St. Rank hold MBC as of Q1 2025.

  • Gen-Wealth Partners reported no remaining MasterBrand position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 588 MasterBrand shares in Q1 2025, an estimated $8.59K.
  • Gen-Wealth Partners first reported a position in MasterBrand in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's MasterBrand position peaked at $11K in Q1 2024.
  • 341 funds tracked by Wall St. Rank held MasterBrand as of Q1 2025.

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