Gen-Wealth Partners’s Sun Communities SUI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.59K	Hold	55	–	–	﹤0.01%	582
2026 Q1	$6.93K	Hold	55	–	–	﹤0.01%	571
2025 Q4	$6.82K	Hold	55	–	–	﹤0.01%	553
2025 Q3	$7.09K	Hold	55	–	–	﹤0.01%	540
2025 Q2	$6.96K	Hold	55	–	–	﹤0.01%	485
2025 Q1	$7.08K	Hold	55	–	–	﹤0.01%	471
2024 Q4	$6.76K	Hold	55	–	–	﹤0.01%	495
2024 Q3	$7.31K	Hold	55	–	–	﹤0.01%	517
2024 Q2	$6.62K	Hold	55	–	–	﹤0.01%	498
2024 Q1	$7.07K	Buy	+55	New	+$7.14K	﹤0.01%	479

Other funds holding SUI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gen-Wealth Partners held its Sun Communities (SUI) position steady in Q2 2026 at 55 shares worth $6.59K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Gen-Wealth Partners first reported a position in SUI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.31K in Q3 2024. 531 funds tracked by Wall St. Rank hold SUI as of Q2 2026.

Gen-Wealth Partners held 55 shares of Sun Communities worth $6.59K as of Q2 2026.
Gen-Wealth Partners left its Sun Communities share count unchanged in Q2 2026.
Sun Communities made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #582 holding.
Gen-Wealth Partners first reported a position in Sun Communities in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Sun Communities position peaked at $7.31K in Q3 2024.
531 funds tracked by Wall St. Rank held Sun Communities as of Q2 2026.

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