Gen-Wealth Partners’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-600	Closed	-$12.8K	–	693
2024 Q3	$12.8K	Hold	600	–	–	0.01%	468
2024 Q2	$11.4K	Hold	600	–	–	0.01%	458
2024 Q1	$11.8K	Buy	+600	New	+$11.7K	0.01%	447

Gen-Wealth Partners's ROOF Position: Q4 2024 in Review

Gen-Wealth Partners sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q4 2024, closing a stake of 600 shares — an estimated $12.8K sold.

Gen-Wealth Partners first reported a position in ROOF in Q1 2024 and held it in 3 quarters. The position peaked at $12.8K in Q3 2024. 0 funds tracked by Wall St. Rank hold ROOF as of Q4 2024.

Gen-Wealth Partners reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 600 NYLI CBRE NextGen Real Estate ETF shares in Q4 2024, an estimated $12.8K.
Gen-Wealth Partners first reported a position in NYLI CBRE NextGen Real Estate ETF in Q1 2024 and held it in 3 quarters.
Gen-Wealth Partners's NYLI CBRE NextGen Real Estate ETF position peaked at $12.8K in Q3 2024.
0 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.