Gen-Wealth Partners’s Progressive PGR Stock Holding History

Gen-Wealth Partners’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-658	Closed	-$162K	–	718
2025 Q3	$162K	Hold	658	–	–	0.05%	266
2025 Q2	$176K	Hold	658	–	–	0.07%	235
2025 Q1	$186K	Hold	658	–	–	0.08%	215
2024 Q4	$158K	Hold	658	–	–	0.07%	231
2024 Q3	$160K	Buy	658 +54	+9%	+$12.6K	0.07%	240
2024 Q2	$125K	Hold	604	–	–	0.06%	259
2024 Q1	$125K	Buy	+604	New	+$112K	0.06%	276

Other funds holding PGR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Gen-Wealth Partners's PGR Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Progressive (PGR) in Q4 2025, closing a stake of 658 shares — an estimated $162K sold.

Gen-Wealth Partners first reported a position in PGR in Q1 2024 and held it in 7 quarters. The position peaked at $186K in Q1 2025. 1,829 funds tracked by Wall St. Rank hold PGR as of Q4 2025.

Gen-Wealth Partners reported no remaining Progressive position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 658 Progressive shares in Q4 2025, an estimated $162K.
Gen-Wealth Partners first reported a position in Progressive in Q1 2024 and held it in 7 quarters.
Gen-Wealth Partners's Progressive position peaked at $186K in Q1 2025.
1,829 funds tracked by Wall St. Rank held Progressive as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.