Gen-Wealth Partners’s Nasdaq NDAQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-60	Closed	-$3.62K	–	694
2024 Q2	$3.62K	Hold	60	–	–	﹤0.01%	548
2024 Q1	$3.79K	Buy	+60	New	+$3.47K	﹤0.01%	536

Other funds holding NDAQ

Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return

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

Thoma Bravo Chicago, Illinois $7.28B AUM 35.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Gen-Wealth Partners's NDAQ Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Nasdaq (NDAQ) in Q3 2024, closing a stake of 60 shares — an estimated $3.62K sold.

Gen-Wealth Partners first reported a position in NDAQ in Q1 2024 and held it in 2 quarters. The position peaked at $3.79K in Q1 2024. 841 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

Gen-Wealth Partners reported no remaining Nasdaq position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 60 Nasdaq shares in Q3 2024, an estimated $3.62K.
Gen-Wealth Partners first reported a position in Nasdaq in Q1 2024 and held it in 2 quarters.
Gen-Wealth Partners's Nasdaq position peaked at $3.79K in Q1 2024.
841 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.