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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Gen-Wealth Partners increased its Shopify (SHOP) stake by 57% in Q1 2026, buying an estimated $202K and bringing the position to 4,256 shares worth $505K. The position accounts for 0.16% of the portfolio, ranked #131.

Gen-Wealth Partners first reported a position in SHOP in Q1 2024 and has held it in 9 quarters since. 1,725 funds tracked by Wall St. Rank hold SHOP as of Q1 2026.

  • Gen-Wealth Partners held 4,256 shares of Shopify worth $505K as of Q1 2026.
  • Gen-Wealth Partners bought 1,540 Shopify shares in Q1 2026, an estimated $202K.
  • Shopify made up 0.16% of Gen-Wealth Partners's portfolio in Q1 2026, its #131 holding.
  • Gen-Wealth Partners first reported a position in Shopify in Q1 2024 and has held it in 9 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Shopify as of Q1 2026.

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