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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
Q2 		$6.65K Buy
148
+8
+6% +$408 ﹤0.01% 581
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

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Gen-Wealth Partners increased its Symbotic (SYM) stake by 5.7% in Q2 2026, buying an estimated $408 and bringing the position to 148 shares worth $6.65K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Gen-Wealth Partners first reported a position in SYM in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.33K in Q4 2025. 418 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • Gen-Wealth Partners held 148 shares of Symbotic worth $6.65K as of Q2 2026.
  • Gen-Wealth Partners bought 8 Symbotic shares in Q2 2026, an estimated $408.
  • Symbotic made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #581 holding.
  • Gen-Wealth Partners first reported a position in Symbotic in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Symbotic position peaked at $8.33K in Q4 2025.
  • 418 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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