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Gen-Wealth Partners’s NiSource NI Stock Holding History

Gen-Wealth Partners’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.7K Hold
1,088
– – 0.01% 396
2026
Q1 		$50.8K Buy
1,088
+89
+9% +$4.01K 0.02% 390
2025
Q4 		$41.7K Sell
999
-120
-11% -$5.13K 0.01% 403
2025
Q3 		$48.5K Hold
1,119
– – 0.02% 388
2025
Q2 		$45.1K Buy
1,119
+15
+1% +$588 0.02% 344
2025
Q1 		$44.3K Sell
1,104
-295
-21% -$11.4K 0.02% 343
2024
Q4 		$51.4K Sell
1,399
-1,150
-45% -$41.3K 0.02% 363
2024
Q3 		$89.5K Sell
2,549
-669
-21% -$21.3K 0.04% 298
2024
Q2 		$92.7K Sell
3,218
-3,659
-53% -$103K 0.04% 291
2024
Q1 		$190K Buy
+6,877
New +$181K 0.09% 207

Other funds holding NI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gen-Wealth Partners's NI Position: Q2 2026 in Review

Gen-Wealth Partners held its NiSource (NI) position steady in Q2 2026 at 1,088 shares worth $51.7K. The position accounts for 0.01% of the portfolio, ranked #396.

Gen-Wealth Partners first reported a position in NI in Q1 2024 and has held it in 10 quarters since. The position peaked at $190K in Q1 2024. 914 funds tracked by Wall St. Rank hold NI as of Q2 2026.

  • Gen-Wealth Partners held 1,088 shares of NiSource worth $51.7K as of Q2 2026.
  • Gen-Wealth Partners left its NiSource share count unchanged in Q2 2026.
  • NiSource made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • Gen-Wealth Partners first reported a position in NiSource in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's NiSource position peaked at $190K in Q1 2024.
  • 914 funds tracked by Wall St. Rank held NiSource as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.