Gen-Wealth Partners
SOFI icon

Gen-Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Gen-Wealth Partners’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.43K Hold
600
– – ﹤0.01% 598
2026
Q2 		$10.8K Hold
600
– – ﹤0.01% 547
2026
Q1 		$9.5K Hold
600
– – ﹤0.01% 549
2025
Q4 		$15.7K Hold
600
– – 0.01% 492
2025
Q3 		$15.9K Sell
600
-81
-12% -$1.92K 0.01% 486
2025
Q2 		$12.4K Buy
681
+81
+14% +$1.07K ﹤0.01% 446
2025
Q1 		$6.98K Buy
+600
New +$8.65K ﹤0.01% 473

Other funds holding SOFI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

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

Gen-Wealth Partners held its SoFi Technologies (SOFI) position steady in Q3 2026 at 600 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Gen-Wealth Partners first reported a position in SOFI in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.9K in Q3 2025. 768 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Gen-Wealth Partners held 600 shares of SoFi Technologies worth $9.43K as of Q3 2026.
  • Gen-Wealth Partners left its SoFi Technologies share count unchanged in Q3 2026.
  • SoFi Technologies made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #598 holding.
  • Gen-Wealth Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 7 quarters since.
  • Gen-Wealth Partners's SoFi Technologies position peaked at $15.9K in Q3 2025.
  • 768 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

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