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Gen-Wealth Partners’s Construction Partners ROAD Stock Holding History

Gen-Wealth Partners’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,290
Closed -$71.2K – 708
2024
Q2 		$71.2K Buy
1,290
+635
+97% +$35.1K 0.03% 336
2024
Q1 		$36.8K Buy
+655
New +$31K 0.02% 393

Other funds holding ROAD

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Construction Partners (ROAD) in Q3 2024, closing a stake of 1,290 shares — an estimated $71.2K sold.

Gen-Wealth Partners first reported a position in ROAD in Q1 2024 and held it in 2 quarters. The position peaked at $71.2K in Q2 2024. 260 funds tracked by Wall St. Rank hold ROAD as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Construction Partners position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,290 Construction Partners shares in Q3 2024, an estimated $71.2K.
  • Gen-Wealth Partners first reported a position in Construction Partners in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Construction Partners position peaked at $71.2K in Q2 2024.
  • 260 funds tracked by Wall St. Rank held Construction Partners as of Q3 2024.

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