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Gen-Wealth Partners’s Shell SHEL Stock Holding History

Gen-Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.37K Hold
108
– – ﹤0.01% 567
2026
Q1 		$10K Buy
+108
New +$8.73K ﹤0.01% 546

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Gen-Wealth Partners held its Shell (SHEL) position steady in Q2 2026 at 108 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Gen-Wealth Partners first reported a position in SHEL in Q1 2026 and has held it in 2 quarters since. The position peaked at $10K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Gen-Wealth Partners held 108 shares of Shell worth $8.37K as of Q2 2026.
  • Gen-Wealth Partners left its Shell share count unchanged in Q2 2026.
  • Shell made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #567 holding.
  • Gen-Wealth Partners first reported a position in Shell in Q1 2026 and has held it in 2 quarters since.
  • Gen-Wealth Partners's Shell position peaked at $10K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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