Gen-Wealth Partners
NI icon

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
Q3 		$38.5K Sell
986
-102
-9% -$4.38K 0.01% 427
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
W.H. Reaves & Co
W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Gen-Wealth Partners reduced its NiSource (NI) stake by 9.4% in Q3 2026, selling an estimated $4.38K and leaving 986 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #427.

Gen-Wealth Partners first reported a position in NI in Q1 2024 and has held it in 11 quarters since. The position peaked at $190K in Q1 2024. 559 funds tracked by Wall St. Rank hold NI as of Q3 2026.

  • Gen-Wealth Partners held 986 shares of NiSource worth $38.5K as of Q3 2026.
  • Gen-Wealth Partners sold 102 NiSource shares in Q3 2026, an estimated $4.38K.
  • NiSource made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #427 holding.
  • Gen-Wealth Partners first reported a position in NiSource in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's NiSource position peaked at $190K in Q1 2024.
  • 559 funds tracked by Wall St. Rank held NiSource as of Q3 2026.

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