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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Gen-Wealth Partners's SDGR Position: Q2 2026 in Review

Gen-Wealth Partners held its Schrodinger (SDGR) position steady in Q2 2026 at 135 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Gen-Wealth Partners first reported a position in SDGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.41K in Q4 2025. 232 funds tracked by Wall St. Rank hold SDGR as of Q2 2026.

Gen-Wealth Partners held 135 shares of Schrodinger worth $2.19K as of Q2 2026.
Gen-Wealth Partners left its Schrodinger share count unchanged in Q2 2026.
Schrodinger made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #638 holding.
Gen-Wealth Partners first reported a position in Schrodinger in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Schrodinger position peaked at $2.41K in Q4 2025.
232 funds tracked by Wall St. Rank held Schrodinger as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.