Gen-Wealth Partners
TROW icon

Gen-Wealth Partners’s T. Rowe Price TROW Stock Holding History

Gen-Wealth Partners’s Portfolio TROW Stock Details TROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$242K Sell
2,329
-537
-19% -$60.2K 0.07% 198
2026
Q2 		$326K Sell
2,866
-230
-7% -$23.5K 0.09% 189
2026
Q1 		$279K Buy
3,096
+152
+5% +$14.7K 0.09% 216
2025
Q4 		$301K Sell
2,944
-1,583
-35% -$163K 0.1% 217
2025
Q3 		$465K Sell
4,527
-56
-1% -$5.89K 0.16% 161
2025
Q2 		$442K Sell
4,583
-76
-2% -$6.98K 0.17% 148
2025
Q1 		$428K Buy
4,659
+8
+0.2% +$845 0.18% 149
2024
Q4 		$526K Buy
4,651
+139
+3% +$16.1K 0.23% 125
2024
Q3 		$505K Buy
4,512
+390
+9% +$42.8K 0.22% 131
2024
Q2 		$475K Buy
4,122
+248
+6% +$28.5K 0.23% 111
2024
Q1 		$472K Buy
+3,874
New +$433K 0.23% 108

Other funds holding TROW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Provident Trust Company
Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
L.K. Benson & Company
L.K. Benson & Company Baltimore, Maryland $337M AUM 7.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Gen-Wealth Partners's TROW Position: Q3 2026 in Review

Gen-Wealth Partners reduced its T. Rowe Price (TROW) stake by 19% in Q3 2026, selling an estimated $60.2K and leaving 2,329 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #198.

Gen-Wealth Partners first reported a position in TROW in Q1 2024 and has held it in 11 quarters since. The position peaked at $526K in Q4 2024. 773 funds tracked by Wall St. Rank hold TROW as of Q3 2026.

  • Gen-Wealth Partners held 2,329 shares of T. Rowe Price worth $242K as of Q3 2026.
  • Gen-Wealth Partners sold 537 T. Rowe Price shares in Q3 2026, an estimated $60.2K.
  • T. Rowe Price made up 0.07% of Gen-Wealth Partners's portfolio in Q3 2026, its #198 holding.
  • Gen-Wealth Partners first reported a position in T. Rowe Price in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's T. Rowe Price position peaked at $526K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held T. Rowe Price as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.