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Gen-Wealth Partners’s Progress Software PRGS Stock Holding History

Gen-Wealth Partners’s Portfolio PRGS Stock Details PRGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,130
Closed -$73.6K – 655
2024
Q4 		$73.6K Hold
1,130
– – 0.03% 325
2024
Q3 		$73.1K Buy
+1,130
New +$64.7K 0.03% 339

Other funds holding PRGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gen-Wealth Partners's PRGS Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Progress Software (PRGS) in Q1 2025, closing a stake of 1,130 shares — an estimated $73.6K sold.

Gen-Wealth Partners first reported a position in PRGS in Q3 2024 and held it in 2 quarters. The position peaked at $73.6K in Q4 2024. 313 funds tracked by Wall St. Rank hold PRGS as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Progress Software position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,130 Progress Software shares in Q1 2025, an estimated $73.6K.
  • Gen-Wealth Partners first reported a position in Progress Software in Q3 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Progress Software position peaked at $73.6K in Q4 2024.
  • 313 funds tracked by Wall St. Rank held Progress Software as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.