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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Gen-Wealth Partners's PHT Position: Q3 2025 in Review

Gen-Wealth Partners sold out of Pioneer High Income Fund (PHT) in Q3 2025, closing a stake of 2,115 shares — an estimated $17.1K sold.

Gen-Wealth Partners first reported a position in PHT in Q1 2024 and held it in 6 quarters. The position peaked at $17.1K in Q2 2025. 3 funds tracked by Wall St. Rank hold PHT as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Pioneer High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,115 Pioneer High Income Fund shares in Q3 2025, an estimated $17.1K.
  • Gen-Wealth Partners first reported a position in Pioneer High Income Fund in Q1 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Pioneer High Income Fund position peaked at $17.1K in Q2 2025.
  • 3 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.