Gen-Wealth Partners’s Onto Innovation ONTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-328	Closed	-$72K	–	699
2024 Q2	$72K	Buy	+328	New	+$67.8K	0.03%	333

Other funds holding ONTO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

Gen-Wealth Partners's ONTO Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Onto Innovation (ONTO) in Q3 2024, closing a stake of 328 shares — an estimated $72K sold.

Gen-Wealth Partners first reported a position in ONTO in Q2 2024 and held it in 1 quarter. The position peaked at $72K in Q2 2024. 521 funds tracked by Wall St. Rank hold ONTO as of Q3 2024.

Gen-Wealth Partners reported no remaining Onto Innovation position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 328 Onto Innovation shares in Q3 2024, an estimated $72K.
Gen-Wealth Partners first reported a position in Onto Innovation in Q2 2024 and held it in 1 quarter.
Gen-Wealth Partners's Onto Innovation position peaked at $72K in Q2 2024.
521 funds tracked by Wall St. Rank held Onto Innovation as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.