GWP
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Gen-Wealth Partners’s Realty Income O Stock Holding History

Gen-Wealth Partners’s Portfolio O Stock Details O Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$356K Sell
5,743
-491
-8% -$30.6K 0.1% 175
2026
Q1 		$381K Sell
6,234
-87
-1% -$5.45K 0.12% 164
2025
Q4 		$356K Sell
6,321
-2,326
-27% -$135K 0.11% 190
2025
Q3 		$526K Sell
8,647
-609
-7% -$35.5K 0.18% 135
2025
Q2 		$533K Sell
9,256
-228
-2% -$12.9K 0.21% 124
2025
Q1 		$550K Sell
9,484
-234
-2% -$13K 0.23% 118
2024
Q4 		$519K Buy
9,718
+625
+7% +$36.4K 0.22% 128
2024
Q3 		$550K Sell
9,093
-149
-2% -$8.87K 0.24% 113
2024
Q2 		$488K Buy
9,242
+1,031
+13% +$55.1K 0.24% 105
2024
Q1 		$444K Buy
+8,211
New +$445K 0.22% 119

Other funds holding O

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Realty Income (O) stake by 7.9% in Q2 2026, selling an estimated $30.6K and leaving 5,743 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #175.

Gen-Wealth Partners first reported a position in O in Q1 2024 and has held it in 10 quarters since. The position peaked at $550K in Q1 2025. 936 funds tracked by Wall St. Rank hold O as of Q2 2026.

  • Gen-Wealth Partners held 5,743 shares of Realty Income worth $356K as of Q2 2026.
  • Gen-Wealth Partners sold 491 Realty Income shares in Q2 2026, an estimated $30.6K.
  • Realty Income made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #175 holding.
  • Gen-Wealth Partners first reported a position in Realty Income in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Realty Income position peaked at $550K in Q1 2025.
  • 936 funds tracked by Wall St. Rank held Realty Income as of Q2 2026.

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