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Gen-Wealth Partners’s Principal Exchange-Traded Funds Principal Value ETF PY Stock Holding History

Gen-Wealth Partners’s Portfolio PY Stock Details PY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$49 – 658
2025
Q1 		$49 Buy
+1
New +$50 ﹤0.01% 616

Other funds holding PY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Gen-Wealth Partners's PY Position: Q2 2025 in Review

Gen-Wealth Partners sold out of Principal Exchange-Traded Funds Principal Value ETF (PY) in Q2 2025, closing a stake of 1 share — an estimated $49 sold.

Gen-Wealth Partners first reported a position in PY in Q1 2025 and held it in 1 quarter. The position peaked at $49 in Q1 2025. 21 funds tracked by Wall St. Rank hold PY as of Q2 2025.

  • Gen-Wealth Partners reported no remaining Principal Exchange-Traded Funds Principal Value ETF position as of Q2 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1 Principal Exchange-Traded Funds Principal Value ETF share in Q2 2025, an estimated $49.
  • Gen-Wealth Partners first reported a position in Principal Exchange-Traded Funds Principal Value ETF in Q1 2025 and held it in 1 quarter.
  • Gen-Wealth Partners's Principal Exchange-Traded Funds Principal Value ETF position peaked at $49 in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Value ETF as of Q2 2025.

Based on Gen-Wealth Partners's 13F filing for Q2 2025, filed 14 Aug 2025.