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Gen-Wealth Partners’s Principal Financial Group PFG Stock Holding History

Gen-Wealth Partners’s Portfolio PFG Stock Details PFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5K Buy
+162
New +$16.4K ﹤0.01% 510

Other funds holding PFG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NLI
Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gen-Wealth Partners opened a new position in Principal Financial Group (PFG) in Q2 2026: 162 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

950 funds tracked by Wall St. Rank hold PFG as of Q2 2026.

  • Gen-Wealth Partners held 162 shares of Principal Financial Group worth $17.5K as of Q2 2026.
  • Principal Financial Group was a new Gen-Wealth Partners position in Q2 2026.
  • Principal Financial Group made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #510 holding.
  • 950 funds tracked by Wall St. Rank held Principal Financial Group as of Q2 2026.

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