Gen-Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History

Gen-Wealth Partners’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.3M	Buy	1,770 +2	+0.1%	+$1.38K	0.36%	58
2026 Q1	$1.02M	Sell	1,768 -3	-0.2%	-$1.82K	0.32%	65
2025 Q4	$1.09M	Buy	1,771 +20	+1%	+$12.3K	0.35%	59
2025 Q3	$1.05M	Buy	1,751 +17	+1%	+$9.73K	0.36%	65
2025 Q2	$957K	Buy	1,734 +55	+3%	+$27.4K	0.37%	73
2025 Q1	$787K	Buy	1,679 +1,020	+155%	+$518K	0.33%	90
2024 Q4	$337K	Sell	659 -83	-11%	-$42K	0.14%	152
2024 Q3	$368K	Buy	742 +47	+7%	+$22.2K	0.16%	151
2024 Q2	$333K	Sell	695 -3	-0.4%	-$1.35K	0.16%	152
2024 Q1	$310K	Buy	+698	New	+$299K	0.15%	151

Other funds holding QQQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $26.8B AUM 90.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Gen-Wealth Partners increased its Invesco QQQ Trust (QQQ) stake by 0.11% in Q2 2026, buying an estimated $1.38K and bringing the position to 1,770 shares worth $1.3M. The position accounts for 0.36% of the portfolio, ranked #58.

Gen-Wealth Partners first reported a position in QQQ in Q1 2024 and has held it in 10 quarters since. 4,021 funds tracked by Wall St. Rank hold QQQ as of Q2 2026.

Gen-Wealth Partners held 1,770 shares of Invesco QQQ Trust worth $1.3M as of Q2 2026.
Gen-Wealth Partners bought 2 Invesco QQQ Trust shares in Q2 2026, an estimated $1.38K.
Invesco QQQ Trust made up 0.36% of Gen-Wealth Partners's portfolio in Q2 2026, its #58 holding.
Gen-Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 10 quarters since.
4,021 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q2 2026.

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