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Gen-Wealth Partners’s Spotify SPOT Stock Holding History

Gen-Wealth Partners’s Portfolio SPOT Stock Details SPOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.5K Sell
195
-16
-8% -$7.63K 0.02% 346
2026
Q1 		$102K Buy
211
+22
+12% +$11K 0.03% 325
2025
Q4 		$110K Sell
189
-10
-5% -$6.25K 0.04% 316
2025
Q3 		$139K Buy
+199
New +$139K 0.05% 282

Other funds holding SPOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Spotify (SPOT) stake by 7.6% in Q2 2026, selling an estimated $7.63K and leaving 195 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #346.

Gen-Wealth Partners first reported a position in SPOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $139K in Q3 2025. 682 funds tracked by Wall St. Rank hold SPOT as of Q2 2026.

  • Gen-Wealth Partners held 195 shares of Spotify worth $89.5K as of Q2 2026.
  • Gen-Wealth Partners sold 16 Spotify shares in Q2 2026, an estimated $7.63K.
  • Spotify made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #346 holding.
  • Gen-Wealth Partners first reported a position in Spotify in Q3 2025 and has held it in 4 quarters since.
  • Gen-Wealth Partners's Spotify position peaked at $139K in Q3 2025.
  • 682 funds tracked by Wall St. Rank held Spotify as of Q2 2026.

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