GWP
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Gen-Wealth Partners’s Symbotic SYM Stock Holding History

Gen-Wealth Partners’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.45K Hold
140
– – ﹤0.01% 564
2025
Q4 		$8.33K Buy
140
+58
+71% +$3.83K ﹤0.01% 531
2025
Q3 		$4.42K Hold
82
– – ﹤0.01% 575
2025
Q2 		$3.19K Hold
82
– – ﹤0.01% 543
2025
Q1 		$1.66K Hold
82
– – ﹤0.01% 549
2024
Q4 		$1.94K Buy
82
+60
+273% +$1.71K ﹤0.01% 582
2024
Q3 		$659 Hold
22
– – ﹤0.01% 628
2024
Q2 		$774 Hold
22
– – ﹤0.01% 605
2024
Q1 		$990 Buy
+22
New +$964 ﹤0.01% 585

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SSI
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VPM
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VCM
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