GWP
REVG

Gen-Wealth Partners’s REV Group REVG Stock Holding History

Gen-Wealth Partners’s Portfolio REVG Stock Details REVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-3,905
Closed -$107K – 706
2024
Q2 		$97.2K Hold
3,905
– – 0.05% 285
2024
Q1 		$86.3K Buy
+3,905
New +$73.1K 0.04% 317

Other funds holding REVG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AFCM
Alta Fox Capital Management Fort Worth, Texas $378M AUM 59.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gen-Wealth Partners's REVG Position: Q3 2024 in Review

Gen-Wealth Partners sold out of REV Group (REVG) in Q3 2024, closing a stake of 3,905 shares — an estimated $107K sold.

Gen-Wealth Partners first reported a position in REVG in Q1 2024 and held it in 2 quarters. The position peaked at $97.2K in Q2 2024. 184 funds tracked by Wall St. Rank hold REVG as of Q3 2024.

  • Gen-Wealth Partners reported no remaining REV Group position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 3,905 REV Group shares in Q3 2024, an estimated $107K.
  • Gen-Wealth Partners first reported a position in REV Group in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's REV Group position peaked at $97.2K in Q2 2024.
  • 184 funds tracked by Wall St. Rank held REV Group as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.