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Gen-Wealth Partners’s Global X Defense Tech ETF SHLD Stock Holding History

Gen-Wealth Partners’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Buy
37,507
+9,464
+34% +$705K 0.84% 27
2025
Q4 		$1.82M Buy
28,043
+2,624
+10% +$173K 0.58% 44
2025
Q3 		$1.79M Buy
+25,419
New +$1.6M 0.6% 41

Other funds holding SHLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Gen-Wealth Partners's SHLD Position: Q1 2026 in Review

Gen-Wealth Partners increased its Global X Defense Tech ETF (SHLD) stake by 34% in Q1 2026, buying an estimated $705K and bringing the position to 37,507 shares worth $2.66M. The position accounts for 0.84% of the portfolio, ranked #27.

Gen-Wealth Partners first reported a position in SHLD in Q3 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold SHLD as of Q1 2026.

  • Gen-Wealth Partners held 37,507 shares of Global X Defense Tech ETF worth $2.66M as of Q1 2026.
  • Gen-Wealth Partners bought 9,464 Global X Defense Tech ETF shares in Q1 2026, an estimated $705K.
  • Global X Defense Tech ETF made up 0.84% of Gen-Wealth Partners's portfolio in Q1 2026, its #27 holding.
  • Gen-Wealth Partners first reported a position in Global X Defense Tech ETF in Q3 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.