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Gen-Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Gen-Wealth Partners’s Portfolio SOXX Stock Details SOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10K Hold
30
– – ﹤0.01% 547
2025
Q4 		$9.15K Hold
30
– – ﹤0.01% 529
2025
Q3 		$8.23K Buy
+30
New +$7.48K ﹤0.01% 526

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Gen-Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q1 2026 at 30 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Gen-Wealth Partners first reported a position in SOXX in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold SOXX as of Q1 2026.

  • Gen-Wealth Partners held 30 shares of iShares Semiconductor ETF worth $10K as of Q1 2026.
  • Gen-Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q1 2026.
  • iShares Semiconductor ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #547 holding.
  • Gen-Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2026.

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