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Gen-Wealth Partners’s Prudential Financial PRU Stock Holding History

Gen-Wealth Partners’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.7K Sell
1,010
-138
-12% -$14.3K 0.03% 328
2025
Q4 		$130K Buy
1,148
+304
+36% +$32.6K 0.04% 302
2025
Q3 		$87.6K Sell
844
-97
-10% -$10.2K 0.03% 338
2025
Q2 		$101K Sell
941
-7
-0.7% -$725 0.04% 284
2025
Q1 		$106K Sell
948
-134
-12% -$15.3K 0.04% 270
2024
Q4 		$128K Sell
1,082
-183
-14% -$22.6K 0.06% 255
2024
Q3 		$160K Buy
1,265
+6
+0.5% +$709 0.07% 239
2024
Q2 		$148K Sell
1,259
-31
-2% -$3.58K 0.07% 238
2024
Q1 		$151K Buy
+1,290
New +$139K 0.08% 250

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gen-Wealth Partners's PRU Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Prudential Financial (PRU) stake by 12% in Q1 2026, selling an estimated $14.3K and leaving 1,010 shares worth $98.7K. The position accounts for 0.03% of the portfolio, ranked #328.

Gen-Wealth Partners first reported a position in PRU in Q1 2024 and has held it in 9 quarters since. The position peaked at $160K in Q3 2024. 1,353 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

  • Gen-Wealth Partners held 1,010 shares of Prudential Financial worth $98.7K as of Q1 2026.
  • Gen-Wealth Partners sold 138 Prudential Financial shares in Q1 2026, an estimated $14.3K.
  • Prudential Financial made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #328 holding.
  • Gen-Wealth Partners first reported a position in Prudential Financial in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Prudential Financial position peaked at $160K in Q3 2024.
  • 1,353 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.