Gen-Wealth Partners
SDGR icon

Gen-Wealth Partners’s Schrodinger SDGR Stock Holding History

Gen-Wealth Partners’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.48K Sell
112
-23
-17% -$453 ﹤0.01% 662
2026
Q2 		$2.19K Hold
135
– – ﹤0.01% 638
2026
Q1 		$1.53K Hold
135
– – ﹤0.01% 655
2025
Q4 		$2.41K Buy
135
+112
+487% +$2.12K ﹤0.01% 605
2025
Q3 		$461 Hold
23
– – ﹤0.01% 656
2025
Q2 		$463 Hold
23
– – ﹤0.01% 617
2025
Q1 		$454 Hold
23
– – ﹤0.01% 587
2024
Q4 		$444 Hold
23
– – ﹤0.01% 624
2024
Q3 		$404 Hold
23
– – ﹤0.01% 639
2024
Q2 		$445 Hold
23
– – ﹤0.01% 622
2024
Q1 		$621 Buy
+23
New +$643 ﹤0.01% 598

Other funds holding SDGR

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
OP Asset Management
OP Asset Management Helsinki $11.8B AUM 34.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Lisanti Capital Growth
Lisanti Capital Growth New York $373M AUM 178.76% 1-Year Est. Return

Gen-Wealth Partners's SDGR Position: Q3 2026 in Review

Gen-Wealth Partners reduced its Schrodinger (SDGR) stake by 17% in Q3 2026, selling an estimated $453 and leaving 112 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Gen-Wealth Partners first reported a position in SDGR in Q1 2024 and has held it in 11 quarters since. 116 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Gen-Wealth Partners held 112 shares of Schrodinger worth $3.48K as of Q3 2026.
  • Gen-Wealth Partners sold 23 Schrodinger shares in Q3 2026, an estimated $453.
  • Schrodinger made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #662 holding.
  • Gen-Wealth Partners first reported a position in Schrodinger in Q1 2024 and has held it in 11 quarters since.
  • 116 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.