Gen-Wealth Partners
MTN icon

Gen-Wealth Partners’s Vail Resorts MTN Stock Holding History

Gen-Wealth Partners’s Portfolio MTN Stock Details MTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$43.9K Sell
320
-1,139
-78% -$164K 0.01% 396
2026
Q2 		$199K Sell
1,459
-136
-9% -$17.7K 0.06% 242
2026
Q1 		$205K Buy
1,595
+236
+17% +$32.2K 0.06% 246
2025
Q4 		$180K Buy
1,359
+385
+40% +$56.7K 0.06% 272
2025
Q3 		$146K Buy
+974
New +$151K 0.05% 275

Other funds holding MTN

Union Bancaire Privee
Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Gen-Wealth Partners's MTN Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Vail Resorts (MTN) stake by 78% in Q3 2026, selling an estimated $164K and leaving 320 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #396.

Gen-Wealth Partners first reported a position in MTN in Q3 2025 and has held it in 5 quarters since. The position peaked at $205K in Q1 2026. 212 funds tracked by Wall St. Rank hold MTN as of Q3 2026.

  • Gen-Wealth Partners held 320 shares of Vail Resorts worth $43.9K as of Q3 2026.
  • Gen-Wealth Partners sold 1,139 Vail Resorts shares in Q3 2026, an estimated $164K.
  • Vail Resorts made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #396 holding.
  • Gen-Wealth Partners first reported a position in Vail Resorts in Q3 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Vail Resorts position peaked at $205K in Q1 2026.
  • 212 funds tracked by Wall St. Rank held Vail Resorts as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.