Gen-Wealth Partners’s Monster Beverage MNST Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$273K	Sell	3,766 -4,545	-55%	-$358K	0.09%	218
2025 Q4	$637K	Sell	8,311 -6,094	-42%	-$437K	0.2%	94
2025 Q3	$970K	Sell	14,405 -1,569	-10%	-$97.9K	0.33%	72
2025 Q2	$1M	Sell	15,974 -737	-4%	-$45K	0.39%	68
2025 Q1	$978K	Buy	16,711 +2,385	+17%	+$124K	0.41%	60
2024 Q4	$753K	Buy	14,326 +3,457	+32%	+$183K	0.32%	77
2024 Q3	$572K	Buy	10,869 +4,969	+84%	+$246K	0.25%	107
2024 Q2	$295K	Buy	5,900 +818	+16%	+$43.4K	0.14%	162
2024 Q1	$301K	Buy	+5,082	New	+$292K	0.15%	155

Other funds holding MNST

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Monster Beverage (MNST) stake by 55% in Q1 2026, selling an estimated $358K and leaving 3,766 shares worth $273K. The position accounts for 0.09% of the portfolio, ranked #218.

Gen-Wealth Partners first reported a position in MNST in Q1 2024 and has held it in 9 quarters since. The position peaked at $1M in Q2 2025. 1,236 funds tracked by Wall St. Rank hold MNST as of Q1 2026.

Gen-Wealth Partners held 3,766 shares of Monster Beverage worth $273K as of Q1 2026.
Gen-Wealth Partners sold 4,545 Monster Beverage shares in Q1 2026, an estimated $358K.
Monster Beverage made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #218 holding.
Gen-Wealth Partners first reported a position in Monster Beverage in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Monster Beverage position peaked at $1M in Q2 2025.
1,236 funds tracked by Wall St. Rank held Monster Beverage as of Q1 2026.

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