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Gen-Wealth Partners’s Resideo Technologies REZI Stock Holding History

Gen-Wealth Partners’s Portfolio REZI Stock Details REZI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$369 – 657
2024
Q4 		$369 Hold
16
– – ﹤0.01% 628
2024
Q3 		$323 Hold
16
– – ﹤0.01% 642
2024
Q2 		$313 Hold
16
– – ﹤0.01% 628
2024
Q1 		$359 Buy
+16
New +$316 ﹤0.01% 610

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's REZI Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Resideo Technologies (REZI) in Q1 2025, closing a stake of 16 shares — an estimated $369 sold.

Gen-Wealth Partners first reported a position in REZI in Q1 2024 and held it in 4 quarters. The position peaked at $369 in Q4 2024. 397 funds tracked by Wall St. Rank hold REZI as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Resideo Technologies position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 16 Resideo Technologies shares in Q1 2025, an estimated $369.
  • Gen-Wealth Partners first reported a position in Resideo Technologies in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Resideo Technologies position peaked at $369 in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.