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 Q3	$17.2K	Buy	420 +400	+2,000%	+$13.6K	﹤0.01%	560
2026 Q2	$587	Hold	20	–	–	﹤0.01%	688
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	Buy	2,380 +20	+0.8%	+$727	0.03%	329
2024 Q3	$78K	Buy	2,360 +20	+0.9%	+$1.22K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Nepsis Inc Minneapolis, Minnesota $317M AUM 37.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Gen-Wealth Partners's SMCI Position: Q3 2026 in Review

Gen-Wealth Partners increased its Super Micro Computer (SMCI) stake by 2,000% in Q3 2026, buying an estimated $13.6K and bringing the position to 420 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Gen-Wealth Partners first reported a position in SMCI in Q1 2024 and has held it in 11 quarters since. The position peaked at $278K in Q1 2024. 345 funds tracked by Wall St. Rank hold SMCI as of Q3 2026.

Gen-Wealth Partners held 420 shares of Super Micro Computer worth $17.2K as of Q3 2026.
Gen-Wealth Partners bought 400 Super Micro Computer shares in Q3 2026, an estimated $13.6K.
Super Micro Computer made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #560 holding.
Gen-Wealth Partners first reported a position in Super Micro Computer in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Super Micro Computer position peaked at $278K in Q1 2024.
345 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.