Gen-Wealth Partners’s Global X US Infrastructure Development ETF PAVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16K	Sell	271 -4	-1%	-$225	﹤0.01%	518
2026 Q1	$14K	Hold	275	–	–	﹤0.01%	511
2025 Q4	$13.1K	Hold	275	–	–	﹤0.01%	500
2025 Q3	$13.1K	Hold	275	–	–	﹤0.01%	497
2025 Q2	$12K	Hold	275	–	–	﹤0.01%	450
2025 Q1	$10.4K	Hold	275	–	–	﹤0.01%	441
2024 Q4	$11.1K	Hold	275	–	–	﹤0.01%	461
2024 Q3	$11.4K	Hold	275	–	–	0.01%	481
2024 Q2	$10.2K	Hold	275	–	–	﹤0.01%	464
2024 Q1	$10.9K	Buy	+275	New	+$9.96K	0.01%	451

Other funds holding PAVE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Global X US Infrastructure Development ETF (PAVE) stake by 1.5% in Q2 2026, selling an estimated $225 and leaving 271 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Gen-Wealth Partners first reported a position in PAVE in Q1 2024 and has held it in 10 quarters since. 820 funds tracked by Wall St. Rank hold PAVE as of Q2 2026.

Gen-Wealth Partners held 271 shares of Global X US Infrastructure Development ETF worth $16K as of Q2 2026.
Gen-Wealth Partners sold 4 Global X US Infrastructure Development ETF shares in Q2 2026, an estimated $225.
Global X US Infrastructure Development ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #518 holding.
Gen-Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and has held it in 10 quarters since.
820 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q2 2026.

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