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Gen-Wealth Partners’s Annaly Capital Management NLY Stock Holding History

Gen-Wealth Partners’s Portfolio NLY Stock Details NLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.3K Hold
1,290
– – 0.01% 444
2025
Q4 		$28.8K Hold
1,290
– – 0.01% 438
2025
Q3 		$26.1K Hold
1,290
– – 0.01% 442
2025
Q2 		$24.3K Buy
1,290
+840
+187% +$16K 0.01% 399
2025
Q1 		$9.14K Hold
450
– – ﹤0.01% 454
2024
Q4 		$8.23K Hold
450
– – ﹤0.01% 488
2024
Q3 		$8.7K Hold
450
– – ﹤0.01% 506
2024
Q2 		$8.58K Buy
450
+200
+80% +$3.88K ﹤0.01% 484
2024
Q1 		$4.92K Buy
+250
New +$4.82K ﹤0.01% 505

Other funds holding NLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Gen-Wealth Partners held its Annaly Capital Management (NLY) position steady in Q1 2026 at 1,290 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #444.

Gen-Wealth Partners first reported a position in NLY in Q1 2024 and has held it in 9 quarters since. The position peaked at $28.8K in Q4 2025. 768 funds tracked by Wall St. Rank hold NLY as of Q1 2026.

  • Gen-Wealth Partners held 1,290 shares of Annaly Capital Management worth $27.3K as of Q1 2026.
  • Gen-Wealth Partners left its Annaly Capital Management share count unchanged in Q1 2026.
  • Annaly Capital Management made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #444 holding.
  • Gen-Wealth Partners first reported a position in Annaly Capital Management in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Annaly Capital Management position peaked at $28.8K in Q4 2025.
  • 768 funds tracked by Wall St. Rank held Annaly Capital Management as of Q1 2026.

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