Gen-Wealth Partners’s StepStone Group STEP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$93.9K	Hold	1,691	–	–	0.04%	290
2025 Q1	$88.3K	Buy	1,691 +61	+4%	+$3.19K	0.04%	287
2024 Q4	$94.3K	Hold	1,630	–	–	0.04%	292
2024 Q3	$99.9K	Buy	1,630 +825	+102%	+$50.6K	0.04%	286
2024 Q2	$36.9K	Buy	+805	New	+$36.9K	0.02%	393