Gen-Wealth Partners’s Sweetgreen SG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,150	Closed	-$64.8K	–	711
2024 Q2	$64.8K	Buy	+2,150	New	+$59K	0.03%	354

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Sweetgreen (SG) in Q3 2024, closing a stake of 2,150 shares — an estimated $64.8K sold.

Gen-Wealth Partners first reported a position in SG in Q2 2024 and held it in 1 quarter. The position peaked at $64.8K in Q2 2024. 273 funds tracked by Wall St. Rank hold SG as of Q3 2024.

Gen-Wealth Partners reported no remaining Sweetgreen position as of Q3 2024 after selling out during the quarter.
Gen-Wealth Partners sold 2,150 Sweetgreen shares in Q3 2024, an estimated $64.8K.
Gen-Wealth Partners first reported a position in Sweetgreen in Q2 2024 and held it in 1 quarter.
Gen-Wealth Partners's Sweetgreen position peaked at $64.8K in Q2 2024.
273 funds tracked by Wall St. Rank held Sweetgreen as of Q3 2024.

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