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Gen-Wealth Partners’s Pfizer PFE Stock Holding History

Gen-Wealth Partners’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Buy
6,648
+63
+1% +$1.65K 0.04% 264
2026
Q1 		$185K Sell
6,585
-893
-12% -$23.8K 0.06% 255
2025
Q4 		$186K Sell
7,478
-157
-2% -$3.96K 0.06% 267
2025
Q3 		$195K Sell
7,635
-184
-2% -$4.54K 0.07% 245
2025
Q2 		$190K Buy
7,819
+238
+3% +$5.55K 0.07% 225
2025
Q1 		$192K Sell
7,581
-238
-3% -$6.23K 0.08% 213
2024
Q4 		$207K Buy
7,819
+194
+3% +$5.26K 0.09% 208
2024
Q3 		$217K Buy
7,625
+1,115
+17% +$32.5K 0.1% 210
2024
Q2 		$182K Sell
6,510
-2,884
-31% -$79.4K 0.09% 221
2024
Q1 		$261K Buy
+9,394
New +$261K 0.13% 174

Other funds holding PFE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gen-Wealth Partners increased its Pfizer (PFE) stake by 0.96% in Q2 2026, buying an estimated $1.65K and bringing the position to 6,648 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #264.

Gen-Wealth Partners first reported a position in PFE in Q1 2024 and has held it in 10 quarters since. The position peaked at $261K in Q1 2024. 2,827 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Gen-Wealth Partners held 6,648 shares of Pfizer worth $160K as of Q2 2026.
  • Gen-Wealth Partners bought 63 Pfizer shares in Q2 2026, an estimated $1.65K.
  • Pfizer made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #264 holding.
  • Gen-Wealth Partners first reported a position in Pfizer in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Pfizer position peaked at $261K in Q1 2024.
  • 2,827 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

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