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Gen-Wealth Partners’s Toll Brothers TOL Stock Holding History

Gen-Wealth Partners’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.47K Hold
15
– – ﹤0.01% 632
2026
Q1 		$2.05K Hold
15
– – ﹤0.01% 644
2025
Q4 		$2.03K Hold
15
– – ﹤0.01% 613
2025
Q3 		$2.07K Hold
15
– – ﹤0.01% 608
2025
Q2 		$1.71K Buy
+15
New +$1.56K ﹤0.01% 568
2025
Q1 		– Sell
-1,639
Closed -$206K – 664
2024
Q4 		$206K Hold
1,639
– – 0.09% 209
2024
Q3 		$243K Buy
1,639
+24
+1% +$3.25K 0.11% 196
2024
Q2 		$186K Hold
1,615
– – 0.09% 219
2024
Q1 		$209K Buy
+1,615
New +$176K 0.1% 200

Other funds holding TOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gen-Wealth Partners held its Toll Brothers (TOL) position steady in Q2 2026 at 15 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Gen-Wealth Partners first reported a position in TOL in Q1 2024 and has held it in 9 quarters since. The position peaked at $243K in Q3 2024. 805 funds tracked by Wall St. Rank hold TOL as of Q2 2026.

  • Gen-Wealth Partners held 15 shares of Toll Brothers worth $2.47K as of Q2 2026.
  • Gen-Wealth Partners left its Toll Brothers share count unchanged in Q2 2026.
  • Toll Brothers made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #632 holding.
  • Gen-Wealth Partners first reported a position in Toll Brothers in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Toll Brothers position peaked at $243K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Toll Brothers as of Q2 2026.

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