Gen-Wealth Partners’s Pentair PNR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$224K	Buy	4,236 +893	+27%	+$56.7K	0.06%	207
2026 Q2	$256K	Sell	3,343 -375	-10%	-$29.7K	0.07%	220
2026 Q1	$324K	Buy	3,718 +170	+5%	+$16.7K	0.1%	188
2025 Q4	$369K	Sell	3,548 -1,286	-27%	-$137K	0.12%	182
2025 Q3	$535K	Sell	4,834 -602	-11%	-$64.3K	0.18%	130
2025 Q2	$558K	Sell	5,436 -61	-1%	-$5.7K	0.22%	113
2025 Q1	$481K	Sell	5,497 -111	-2%	-$10.6K	0.2%	139
2024 Q4	$564K	Sell	5,608 -737	-12%	-$75.6K	0.24%	111
2024 Q3	$631K	Sell	6,345 -334	-5%	-$28.6K	0.28%	84
2024 Q2	$512K	Buy	6,679 +510	+8%	+$41.1K	0.25%	98
2024 Q1	$527K	Buy	+6,169	New	+$468K	0.26%	89

Other funds holding PNR

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gen-Wealth Partners's PNR Position: Q3 2026 in Review

Gen-Wealth Partners increased its Pentair (PNR) stake by 27% in Q3 2026, buying an estimated $56.7K and bringing the position to 4,236 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #207.

Gen-Wealth Partners first reported a position in PNR in Q1 2024 and has held it in 11 quarters since. The position peaked at $631K in Q3 2024. 360 funds tracked by Wall St. Rank hold PNR as of Q3 2026.

Gen-Wealth Partners held 4,236 shares of Pentair worth $224K as of Q3 2026.
Gen-Wealth Partners bought 893 Pentair shares in Q3 2026, an estimated $56.7K.
Pentair made up 0.06% of Gen-Wealth Partners's portfolio in Q3 2026, its #207 holding.
Gen-Wealth Partners first reported a position in Pentair in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Pentair position peaked at $631K in Q3 2024.
360 funds tracked by Wall St. Rank held Pentair as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.