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Gen-Wealth Partners’s Plains GP Holdings PAGP Stock Holding History

Gen-Wealth Partners’s Portfolio PAGP Stock Details PAGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-240
Closed -$4.38K – 717
2025
Q3 		$4.38K Hold
240
– – ﹤0.01% 577
2025
Q2 		$4.66K Buy
+240
New +$4.47K ﹤0.01% 525

Other funds holding PAGP

TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's PAGP Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Plains GP Holdings (PAGP) in Q4 2025, closing a stake of 240 shares — an estimated $4.38K sold.

Gen-Wealth Partners first reported a position in PAGP in Q2 2025 and held it in 2 quarters. The position peaked at $4.66K in Q2 2025. 313 funds tracked by Wall St. Rank hold PAGP as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Plains GP Holdings position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 240 Plains GP Holdings shares in Q4 2025, an estimated $4.38K.
  • Gen-Wealth Partners first reported a position in Plains GP Holdings in Q2 2025 and held it in 2 quarters.
  • Gen-Wealth Partners's Plains GP Holdings position peaked at $4.66K in Q2 2025.
  • 313 funds tracked by Wall St. Rank held Plains GP Holdings as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.