GWP
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Gen-Wealth Partners’s Procter & Gamble PG Stock Holding History

Gen-Wealth Partners’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.07M Buy
21,286
+339
+2% +$51.4K 0.97% 21
2025
Q4 		$3M Buy
20,947
+432
+2% +$63.7K 0.96% 17
2025
Q3 		$3.15M Buy
20,515
+2,708
+15% +$423K 1.06% 15
2025
Q2 		$2.84M Buy
17,807
+951
+6% +$155K 1.1% 14
2025
Q1 		$2.87M Buy
16,856
+895
+6% +$150K 1.2% 10
2024
Q4 		$2.68M Buy
15,961
+1,226
+8% +$209K 1.15% 13
2024
Q3 		$2.45M Buy
14,735
+1,071
+8% +$182K 1.07% 13
2024
Q2 		$2.25M Buy
13,664
+772
+6% +$126K 1.09% 13
2024
Q1 		$2.09M Buy
+12,892
New +$2.02M 1.04% 15

Other funds holding PG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Gen-Wealth Partners increased its Procter & Gamble (PG) stake by 1.6% in Q1 2026, buying an estimated $51.4K and bringing the position to 21,286 shares worth $3.07M. The position accounts for 0.97% of the portfolio, ranked #21.

Gen-Wealth Partners first reported a position in PG in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.15M in Q3 2025. 3,998 funds tracked by Wall St. Rank hold PG as of Q1 2026.

  • Gen-Wealth Partners held 21,286 shares of Procter & Gamble worth $3.07M as of Q1 2026.
  • Gen-Wealth Partners bought 339 Procter & Gamble shares in Q1 2026, an estimated $51.4K.
  • Procter & Gamble made up 0.97% of Gen-Wealth Partners's portfolio in Q1 2026, its #21 holding.
  • Gen-Wealth Partners first reported a position in Procter & Gamble in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Procter & Gamble position peaked at $3.15M in Q3 2025.
  • 3,998 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2026.

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