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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Invesco QQQ Trust (QQQ) stake by 0.17% in Q1 2026, selling an estimated $1.82K and leaving 1,768 shares worth $1.02M. The position accounts for 0.32% of the portfolio, ranked #65.

Gen-Wealth Partners first reported a position in QQQ in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.09M in Q4 2025. 3,833 funds tracked by Wall St. Rank hold QQQ as of Q1 2026.

Gen-Wealth Partners held 1,768 shares of Invesco QQQ Trust worth $1.02M as of Q1 2026.
Gen-Wealth Partners sold 3 Invesco QQQ Trust shares in Q1 2026, an estimated $1.82K.
Invesco QQQ Trust made up 0.32% of Gen-Wealth Partners's portfolio in Q1 2026, its #65 holding.
Gen-Wealth Partners first reported a position in Invesco QQQ Trust in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Invesco QQQ Trust position peaked at $1.09M in Q4 2025.
3,833 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q1 2026.

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