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Gen-Wealth Partners’s Public Storage PSA Stock Holding History

Gen-Wealth Partners’s Portfolio PSA Stock Details PSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$71.9K Sell
226
-201
-47% -$61.5K 0.02% 365
2026
Q1 		$116K Buy
427
+67
+19% +$19.2K 0.04% 309
2025
Q4 		$93.4K Sell
360
-415
-54% -$116K 0.03% 330
2025
Q3 		$224K Sell
775
-67
-8% -$19.2K 0.08% 231
2025
Q2 		$247K Buy
842
+103
+14% +$30.5K 0.1% 193
2025
Q1 		$221K Buy
739
+3
+0.4% +$897 0.09% 197
2024
Q4 		$220K Sell
736
-56
-7% -$18.6K 0.09% 202
2024
Q3 		$266K Sell
792
-4
-0.5% -$1.3K 0.12% 180
2024
Q2 		$229K Buy
796
+137
+21% +$37.8K 0.11% 183
2024
Q1 		$191K Buy
+659
New +$189K 0.09% 206

Other funds holding PSA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gen-Wealth Partners's PSA Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Public Storage (PSA) stake by 47% in Q2 2026, selling an estimated $61.5K and leaving 226 shares worth $71.9K. The position accounts for 0.02% of the portfolio, ranked #365.

Gen-Wealth Partners first reported a position in PSA in Q1 2024 and has held it in 10 quarters since. The position peaked at $266K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold PSA as of Q2 2026.

  • Gen-Wealth Partners held 226 shares of Public Storage worth $71.9K as of Q2 2026.
  • Gen-Wealth Partners sold 201 Public Storage shares in Q2 2026, an estimated $61.5K.
  • Public Storage made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #365 holding.
  • Gen-Wealth Partners first reported a position in Public Storage in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Public Storage position peaked at $266K in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Public Storage as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.