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Gen-Wealth Partners’s PACCAR PCAR Stock Holding History

Gen-Wealth Partners’s Portfolio PCAR Stock Details PCAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,212
Closed -$127K – 670
2024
Q3 		$127K Buy
1,212
+37
+3% +$3.62K 0.06% 264
2024
Q2 		$121K Sell
1,175
-865
-42% -$95.4K 0.06% 265
2024
Q1 		$253K Buy
+2,040
New +$219K 0.13% 178

Other funds holding PCAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gen-Wealth Partners's PCAR Position: Q4 2024 in Review

Gen-Wealth Partners sold out of PACCAR (PCAR) in Q4 2024, closing a stake of 1,212 shares — an estimated $127K sold.

Gen-Wealth Partners first reported a position in PCAR in Q1 2024 and held it in 3 quarters. The position peaked at $253K in Q1 2024. 1,012 funds tracked by Wall St. Rank hold PCAR as of Q4 2024.

  • Gen-Wealth Partners reported no remaining PACCAR position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,212 PACCAR shares in Q4 2024, an estimated $127K.
  • Gen-Wealth Partners first reported a position in PACCAR in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's PACCAR position peaked at $253K in Q1 2024.
  • 1,012 funds tracked by Wall St. Rank held PACCAR as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.