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

Gen-Wealth Partners’s Portfolio STEP Stock Details STEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$93.9K	Hold
2025 Q1	$88.3K	Buy
2024 Q4	$94.3K	Hold
2024 Q3	$99.9K	Buy
2024 Q2	$36.9K	Buy