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Gen-Wealth Partners’s SPX Corp SPXC Stock Holding History

Gen-Wealth Partners’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-875
Closed -$127K – 662
2024
Q4 		$127K Hold
875
– – 0.05% 256
2024
Q3 		$139K Hold
875
– – 0.06% 254
2024
Q2 		$124K Hold
875
– – 0.06% 262
2024
Q1 		$108K Buy
+875
New +$95K 0.05% 292

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Gen-Wealth Partners's SPXC Position: Q1 2025 in Review

Gen-Wealth Partners sold out of SPX Corp (SPXC) in Q1 2025, closing a stake of 875 shares — an estimated $127K sold.

Gen-Wealth Partners first reported a position in SPXC in Q1 2024 and held it in 4 quarters. The position peaked at $139K in Q3 2024. 403 funds tracked by Wall St. Rank hold SPXC as of Q1 2025.

  • Gen-Wealth Partners reported no remaining SPX Corp position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 875 SPX Corp shares in Q1 2025, an estimated $127K.
  • Gen-Wealth Partners first reported a position in SPX Corp in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's SPX Corp position peaked at $139K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held SPX Corp as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.