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Gen-Wealth Partners’s Simon Property Group SPG Stock Holding History

Gen-Wealth Partners’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$383K Sell
1,714
-113
-6% -$23.3K 0.11% 164
2026
Q1 		$341K Sell
1,827
-7
-0.4% -$1.33K 0.11% 180
2025
Q4 		$340K Buy
1,834
+126
+7% +$22.9K 0.11% 198
2025
Q3 		$321K Buy
+1,708
New +$295K 0.11% 193

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Simon Property Group (SPG) stake by 6.2% in Q2 2026, selling an estimated $23.3K and leaving 1,714 shares worth $383K. The position accounts for 0.11% of the portfolio, ranked #164.

Gen-Wealth Partners first reported a position in SPG in Q3 2025 and has held it in 4 quarters since. 1,359 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Gen-Wealth Partners held 1,714 shares of Simon Property Group worth $383K as of Q2 2026.
  • Gen-Wealth Partners sold 113 Simon Property Group shares in Q2 2026, an estimated $23.3K.
  • Simon Property Group made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Gen-Wealth Partners first reported a position in Simon Property Group in Q3 2025 and has held it in 4 quarters since.
  • 1,359 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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