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Gen-Wealth Partners’s TotalEnergies TTE Stock Holding History

Gen-Wealth Partners’s Portfolio TTE Stock Details TTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-965
Closed -$61.3K – 677
2024
Q3 		$61.3K Hold
965
– – 0.03% 363
2024
Q2 		$64.3K Hold
965
– – 0.03% 355
2024
Q1 		$66.4K Buy
+965
New +$63.3K 0.03% 349

Other funds holding TTE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gen-Wealth Partners's TTE Position: Q4 2024 in Review

Gen-Wealth Partners sold out of TotalEnergies (TTE) in Q4 2024, closing a stake of 965 shares — an estimated $61.3K sold.

Gen-Wealth Partners first reported a position in TTE in Q1 2024 and held it in 3 quarters. The position peaked at $66.4K in Q1 2024. 797 funds tracked by Wall St. Rank hold TTE as of Q4 2024.

  • Gen-Wealth Partners reported no remaining TotalEnergies position as of Q4 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 965 TotalEnergies shares in Q4 2024, an estimated $61.3K.
  • Gen-Wealth Partners first reported a position in TotalEnergies in Q1 2024 and held it in 3 quarters.
  • Gen-Wealth Partners's TotalEnergies position peaked at $66.4K in Q1 2024.
  • 797 funds tracked by Wall St. Rank held TotalEnergies as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.