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Gen-Wealth Partners’s Primoris Services PRIM Stock Holding History

Gen-Wealth Partners’s Portfolio PRIM Stock Details PRIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,295
Closed -$101K – 708
2025
Q2 		$101K Hold
1,295
– – 0.04% 285
2025
Q1 		$74.3K Hold
1,295
– – 0.03% 305
2024
Q4 		$98.9K Hold
1,295
– – 0.04% 287
2024
Q3 		$82.6K Buy
+1,295
New +$69.1K 0.04% 310

Other funds holding PRIM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Primoris Services (PRIM) in Q3 2025, closing a stake of 1,295 shares — an estimated $101K sold.

Gen-Wealth Partners first reported a position in PRIM in Q3 2024 and held it in 4 quarters. The position peaked at $101K in Q2 2025. 450 funds tracked by Wall St. Rank hold PRIM as of Q3 2025.

  • Gen-Wealth Partners reported no remaining Primoris Services position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,295 Primoris Services shares in Q3 2025, an estimated $101K.
  • Gen-Wealth Partners first reported a position in Primoris Services in Q3 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Primoris Services position peaked at $101K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Primoris Services as of Q3 2025.

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