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Gen-Wealth Partners’s Thomson Reuters TRI Stock Holding History

Gen-Wealth Partners’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7
Closed -$923 – 746
2025
Q4 		$923 Hold
7
– – ﹤0.01% 643
2025
Q3 		$1.09K Hold
7
– – ﹤0.01% 630
2025
Q2 		$1.41K Hold
7
– – ﹤0.01% 576
2025
Q1 		$1.21K Hold
7
– – ﹤0.01% 560
2024
Q4 		$1.12K Hold
7
– – ﹤0.01% 599
2024
Q3 		$1.17K Hold
7
– – ﹤0.01% 615
2024
Q2 		$1.18K Hold
7
– – ﹤0.01% 597
2024
Q1 		$1.09K Buy
+7
New +$1.09K ﹤0.01% 583

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 7 shares — an estimated $923 sold.

Gen-Wealth Partners first reported a position in TRI in Q1 2024 and held it in 8 quarters. The position peaked at $1.41K in Q2 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Gen-Wealth Partners reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 7 Thomson Reuters shares in Q1 2026, an estimated $923.
  • Gen-Wealth Partners first reported a position in Thomson Reuters in Q1 2024 and held it in 8 quarters.
  • Gen-Wealth Partners's Thomson Reuters position peaked at $1.41K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

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