Gen-Wealth Partners’s Everpure Inc P Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,215	Closed	-$78K	–	703
2024 Q2	$78K	Buy	+1,215	New	+$70.3K	0.04%	317

Other funds holding P

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Everpure Inc (P) in Q3 2024, closing a stake of 1,215 shares — an estimated $78K sold.

Gen-Wealth Partners first reported a position in P in Q2 2024 and held it in 1 quarter. The position peaked at $78K in Q2 2024. 617 funds tracked by Wall St. Rank hold P as of Q3 2024.

Gen-Wealth Partners reported no remaining Everpure Inc position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 1,215 Everpure Inc shares in Q3 2024, an estimated $78K.
Gen-Wealth Partners first reported a position in Everpure Inc in Q2 2024 and held it in 1 quarter.
Gen-Wealth Partners's Everpure Inc position peaked at $78K in Q2 2024.
617 funds tracked by Wall St. Rank held Everpure Inc as of Q3 2024.

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