Gen-Wealth Partners’s Shopify SHOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$698K	Buy	6,114 +1,858	+44%	+$212K	0.19%	112
2026 Q1	$505K	Buy	4,256 +1,540	+57%	+$202K	0.16%	131
2025 Q4	$437K	Buy	2,716 +2,156	+385%	+$346K	0.14%	150
2025 Q3	$83.2K	Buy	560 +550	+5,500%	+$74.6K	0.03%	345
2025 Q2	$1.15K	Sell	10 -10	-50%	-$1K	﹤0.01%	582
2025 Q1	$1.91K	Hold	20	–	–	﹤0.01%	543
2024 Q4	$2.13K	Hold	20	–	–	﹤0.01%	577
2024 Q3	$1.6K	Hold	20	–	–	﹤0.01%	605
2024 Q2	$1.32K	Hold	20	–	–	﹤0.01%	595
2024 Q1	$1.54K	Buy	+20	New	+$1.58K	﹤0.01%	574

Other funds holding SHOP

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Gen-Wealth Partners increased its Shopify (SHOP) stake by 44% in Q2 2026, buying an estimated $212K and bringing the position to 6,114 shares worth $698K. The position accounts for 0.19% of the portfolio, ranked #112.

Gen-Wealth Partners first reported a position in SHOP in Q1 2024 and has held it in 10 quarters since. 1,715 funds tracked by Wall St. Rank hold SHOP as of Q2 2026.

Gen-Wealth Partners held 6,114 shares of Shopify worth $698K as of Q2 2026.
Gen-Wealth Partners bought 1,858 Shopify shares in Q2 2026, an estimated $212K.
Shopify made up 0.19% of Gen-Wealth Partners's portfolio in Q2 2026, its #112 holding.
Gen-Wealth Partners first reported a position in Shopify in Q1 2024 and has held it in 10 quarters since.
1,715 funds tracked by Wall St. Rank held Shopify as of Q2 2026.

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