Gen-Wealth Partners’s Novo Nordisk NVO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Sell	4,264 -3,640	-46%	-$156K	0.06%	237
2026 Q1	$290K	Sell	7,904 -1,733	-18%	-$82.1K	0.09%	213
2025 Q4	$490K	Sell	9,637 -6,382	-40%	-$326K	0.16%	131
2025 Q3	$889K	Buy	16,019 +2,768	+21%	+$162K	0.3%	85
2025 Q2	$915K	Buy	13,251 +3,534	+36%	+$240K	0.35%	77
2025 Q1	$675K	Buy	9,717 +2,218	+30%	+$183K	0.28%	97
2024 Q4	$645K	Buy	7,499 +246	+3%	+$26.6K	0.28%	90
2024 Q3	$821K	Buy	7,253 +1,529	+27%	+$204K	0.36%	63
2024 Q2	$817K	Buy	5,724 +1,100	+24%	+$146K	0.39%	57
2024 Q1	$594K	Buy	+4,624	New	+$550K	0.29%	78

Other funds holding NVO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Novo Nordisk (NVO) stake by 46% in Q2 2026, selling an estimated $156K and leaving 4,264 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #237.

Gen-Wealth Partners first reported a position in NVO in Q1 2024 and has held it in 10 quarters since. The position peaked at $915K in Q2 2025. 859 funds tracked by Wall St. Rank hold NVO as of Q2 2026.

Gen-Wealth Partners held 4,264 shares of Novo Nordisk worth $204K as of Q2 2026.
Gen-Wealth Partners sold 3,640 Novo Nordisk shares in Q2 2026, an estimated $156K.
Novo Nordisk made up 0.06% of Gen-Wealth Partners's portfolio in Q2 2026, its #237 holding.
Gen-Wealth Partners first reported a position in Novo Nordisk in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Novo Nordisk position peaked at $915K in Q2 2025.
859 funds tracked by Wall St. Rank held Novo Nordisk as of Q2 2026.

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