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Gen-Wealth Partners’s monday.com MNDY Stock Holding History

Gen-Wealth Partners’s Portfolio MNDY Stock Details MNDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed -$1.55K – 712
2025
Q3 		$1.55K Hold
8
– – ﹤0.01% 617
2025
Q2 		$2.52K Hold
8
– – ﹤0.01% 552
2025
Q1 		$1.95K Buy
+8
New +$2.11K ﹤0.01% 542
2024
Q2 		– Sell
-334
Closed -$75.4K – 676
2024
Q1 		$75.4K Buy
+334
New +$70.9K 0.04% 335

Other funds holding MNDY

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SL
Sonnipe Ltd Douglas, Isle Of Man $137M AUM 71.58% 1-Year Est. Return
RGC
Rubicon Global Capital London, United Kingdom $273M AUM 48.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Gen-Wealth Partners's MNDY Position: Q4 2025 in Review

Gen-Wealth Partners sold out of monday.com (MNDY) in Q4 2025, closing a stake of 8 shares — an estimated $1.55K sold.

Gen-Wealth Partners first reported a position in MNDY in Q1 2024 and held it in 4 quarters. The position peaked at $75.4K in Q1 2024. 405 funds tracked by Wall St. Rank hold MNDY as of Q4 2025.

  • Gen-Wealth Partners reported no remaining monday.com position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 8 monday.com shares in Q4 2025, an estimated $1.55K.
  • Gen-Wealth Partners first reported a position in monday.com in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's monday.com position peaked at $75.4K in Q1 2024.
  • 405 funds tracked by Wall St. Rank held monday.com as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.