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Gen-Wealth Partners’s SharkNinja SN Stock Holding History

Gen-Wealth Partners’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,295
Closed -$126K – 661
2024
Q4 		$126K Hold
1,295
– – 0.05% 259
2024
Q3 		$144K Hold
1,295
– – 0.06% 249
2024
Q2 		$97.3K Hold
1,295
– – 0.05% 284
2024
Q1 		$80.7K Buy
+1,295
New +$68.5K 0.04% 326

Other funds holding SN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return
PCM
Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Gen-Wealth Partners's SN Position: Q1 2025 in Review

Gen-Wealth Partners sold out of SharkNinja (SN) in Q1 2025, closing a stake of 1,295 shares — an estimated $126K sold.

Gen-Wealth Partners first reported a position in SN in Q1 2024 and held it in 4 quarters. The position peaked at $144K in Q3 2024. 366 funds tracked by Wall St. Rank hold SN as of Q1 2025.

  • Gen-Wealth Partners reported no remaining SharkNinja position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,295 SharkNinja shares in Q1 2025, an estimated $126K.
  • Gen-Wealth Partners first reported a position in SharkNinja in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's SharkNinja position peaked at $144K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held SharkNinja as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.