GWP
PHT

Gen-Wealth Partners’s Pioneer High Income Fund PHT Stock Holding History

Gen-Wealth Partners’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,115
Closed -$17.1K – 706
2025
Q2 		$17.1K Hold
2,115
– – 0.01% 426
2025
Q1 		$16.4K Hold
2,115
– – 0.01% 418
2024
Q4 		$16.4K Hold
2,115
– – 0.01% 437
2024
Q3 		$16.4K Hold
2,115
– – 0.01% 457
2024
Q2 		$15.9K Hold
2,115
– – 0.01% 440
2024
Q1 		$16.2K Buy
+2,115
New +$15.6K 0.01% 432

Other funds holding PHT

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Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return