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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
Q2 		$19.5K Hold
30
– – 0.01% 503
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 $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gen-Wealth Partners's SOXX Position: Q2 2026 in Review

Gen-Wealth Partners held its iShares Semiconductor ETF (SOXX) position steady in Q2 2026 at 30 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #503.

Gen-Wealth Partners first reported a position in SOXX in Q3 2025 and has held it in 4 quarters since. 1,183 funds tracked by Wall St. Rank hold SOXX as of Q2 2026.

  • Gen-Wealth Partners held 30 shares of iShares Semiconductor ETF worth $19.5K as of Q2 2026.
  • Gen-Wealth Partners left its iShares Semiconductor ETF share count unchanged in Q2 2026.
  • iShares Semiconductor ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #503 holding.
  • Gen-Wealth Partners first reported a position in iShares Semiconductor ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,183 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.