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Gen-Wealth Partners’s Truist Financial TFC Stock Holding History

Gen-Wealth Partners’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$45.2K Hold
908
– – 0.01% 414
2026
Q1 		$41.7K Buy
908
+110
+14% +$5.44K 0.01% 412
2025
Q4 		$39.3K Buy
+798
New +$36.8K 0.01% 408

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Gen-Wealth Partners held its Truist Financial (TFC) position steady in Q2 2026 at 908 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #414.

Gen-Wealth Partners first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Gen-Wealth Partners held 908 shares of Truist Financial worth $45.2K as of Q2 2026.
  • Gen-Wealth Partners left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Gen-Wealth Partners first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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