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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Gen-Wealth Partners's PFE Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Pfizer (PFE) stake by 12% in Q1 2026, selling an estimated $23.8K and leaving 6,585 shares worth $185K. The position accounts for 0.06% of the portfolio, ranked #255.

Gen-Wealth Partners first reported a position in PFE in Q1 2024 and has held it in 9 quarters since. The position peaked at $261K in Q1 2024. 2,934 funds tracked by Wall St. Rank hold PFE as of Q1 2026.

Gen-Wealth Partners held 6,585 shares of Pfizer worth $185K as of Q1 2026.
Gen-Wealth Partners sold 893 Pfizer shares in Q1 2026, an estimated $23.8K.
Pfizer made up 0.06% of Gen-Wealth Partners's portfolio in Q1 2026, its #255 holding.
Gen-Wealth Partners first reported a position in Pfizer in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Pfizer position peaked at $261K in Q1 2024.
2,934 funds tracked by Wall St. Rank held Pfizer as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.