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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
-1,691
Closed -$93.9K – 711
2025
Q2 		$93.9K Hold
1,691
– – 0.04% 290
2025
Q1 		$88.3K Buy
1,691
+61
+4% +$3.59K 0.04% 287
2024
Q4 		$94.3K Hold
1,630
– – 0.04% 292
2024
Q3 		$99.9K Buy
1,630
+825
+102% +$42K 0.04% 286
2024
Q2 		$36.9K Buy
+805
New +$31.6K 0.02% 393

Other funds holding STEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gen-Wealth Partners's STEP Position: Q3 2025 in Review

Gen-Wealth Partners sold out of StepStone Group (STEP) in Q3 2025, closing a stake of 1,691 shares — an estimated $93.9K sold.

Gen-Wealth Partners first reported a position in STEP in Q2 2024 and held it in 5 quarters. The position peaked at $99.9K in Q3 2024. 257 funds tracked by Wall St. Rank hold STEP as of Q3 2025.

  • Gen-Wealth Partners reported no remaining StepStone Group position as of Q3 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,691 StepStone Group shares in Q3 2025, an estimated $93.9K.
  • Gen-Wealth Partners first reported a position in StepStone Group in Q2 2024 and held it in 5 quarters.
  • Gen-Wealth Partners's StepStone Group position peaked at $99.9K in Q3 2024.
  • 257 funds tracked by Wall St. Rank held StepStone Group as of Q3 2025.

Based on Gen-Wealth Partners's 13F filing for Q3 2025, filed 14 Nov 2025.