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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
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

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gen-Wealth Partners's SUI Position: Q1 2026 in Review

Gen-Wealth Partners held its Sun Communities (SUI) position steady in Q1 2026 at 55 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Gen-Wealth Partners first reported a position in SUI in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.31K in Q3 2024. 512 funds tracked by Wall St. Rank hold SUI as of Q1 2026.

  • Gen-Wealth Partners held 55 shares of Sun Communities worth $6.93K as of Q1 2026.
  • Gen-Wealth Partners left its Sun Communities share count unchanged in Q1 2026.
  • Sun Communities made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #571 holding.
  • Gen-Wealth Partners first reported a position in Sun Communities in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Sun Communities position peaked at $7.31K in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Sun Communities as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.