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 Q3	–	Sell	-271	Closed	-$16K	–	797
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	+$10K	0.01%	451

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Gen-Wealth Partners's PAVE Position: Q3 2026 in Review

Gen-Wealth Partners sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2026, closing a stake of 271 shares — an estimated $16K sold.

Gen-Wealth Partners first reported a position in PAVE in Q1 2024 and held it in 10 quarters. The position peaked at $16K in Q2 2026. 507 funds tracked by Wall St. Rank hold PAVE as of Q3 2026.

Gen-Wealth Partners reported no remaining Global X US Infrastructure Development ETF position as of Q3 2026 after selling out during the quarter.
Gen-Wealth Partners sold 271 Global X US Infrastructure Development ETF shares in Q3 2026, an estimated $16K.
Gen-Wealth Partners first reported a position in Global X US Infrastructure Development ETF in Q1 2024 and held it in 10 quarters.
Gen-Wealth Partners's Global X US Infrastructure Development ETF position peaked at $16K in Q2 2026.
507 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.