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Gen-Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Gen-Wealth Partners’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455 Sell
20
-87
-81% -$2.61K ﹤0.01% 697
2025
Q4 		$3.13K Sell
107
-2,280
-96% -$93.9K ﹤0.01% 593
2025
Q3 		$114K Buy
2,387
+7
+0.3% +$334 0.04% 304
2025
Q2 		$117K Hold
2,380
– – 0.05% 268
2025
Q1 		$81.5K Hold
2,380
– – 0.03% 296
2024
Q4 		$72.5K Sell
2,380
-21,220
-90% -$771K 0.03% 329
2024
Q3 		$78K Buy
23,600
+21,260
+909% +$1.29M 0.03% 322
2024
Q2 		$192K Sell
2,340
-410
-15% -$35K 0.09% 216
2024
Q1 		$278K Buy
+2,750
New +$201K 0.14% 164

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
DE
Defiance ETFs New York $6.98B AUM

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

Gen-Wealth Partners reduced its Super Micro Computer (SMCI) stake by 81% in Q1 2026, selling an estimated $2.61K and leaving 20 shares worth $455. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Gen-Wealth Partners first reported a position in SMCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $278K in Q1 2024. 707 funds tracked by Wall St. Rank hold SMCI as of Q1 2026.

  • Gen-Wealth Partners held 20 shares of Super Micro Computer worth $455 as of Q1 2026.
  • Gen-Wealth Partners sold 87 Super Micro Computer shares in Q1 2026, an estimated $2.61K.
  • Super Micro Computer made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #697 holding.
  • Gen-Wealth Partners first reported a position in Super Micro Computer in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Super Micro Computer position peaked at $278K in Q1 2024.
  • 707 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2026.

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