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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gen-Wealth Partners increased its T. Rowe Price (TROW) stake by 5.2% in Q1 2026, buying an estimated $14.7K and bringing the position to 3,096 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #216.

Gen-Wealth Partners first reported a position in TROW in Q1 2024 and has held it in 9 quarters since. The position peaked at $526K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold TROW as of Q1 2026.

Gen-Wealth Partners held 3,096 shares of T. Rowe Price worth $279K as of Q1 2026.
Gen-Wealth Partners bought 152 T. Rowe Price shares in Q1 2026, an estimated $14.7K.
T. Rowe Price made up 0.09% of Gen-Wealth Partners's portfolio in Q1 2026, its #216 holding.
Gen-Wealth Partners first reported a position in T. Rowe Price in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's T. Rowe Price position peaked at $526K in Q4 2024.
1,087 funds tracked by Wall St. Rank held T. Rowe Price as of Q1 2026.

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