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Gen-Wealth Partners’s Unilever UL Stock Holding History

Gen-Wealth Partners’s Portfolio UL Stock Details UL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$133K Sell
2,332
-112
-5% -$7.51K 0.04% 297
2025
Q4 		$160K Sell
2,444
-45
-2% -$3.02K 0.05% 280
2025
Q3 		$166K Buy
+2,489
New +$172K 0.06% 263

Other funds holding UL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Unilever (UL) stake by 4.6% in Q1 2026, selling an estimated $7.51K and leaving 2,332 shares worth $133K. The position accounts for 0.04% of the portfolio, ranked #297.

Gen-Wealth Partners first reported a position in UL in Q3 2025 and has held it in 3 quarters since. The position peaked at $166K in Q3 2025. 1,166 funds tracked by Wall St. Rank hold UL as of Q1 2026.

  • Gen-Wealth Partners held 2,332 shares of Unilever worth $133K as of Q1 2026.
  • Gen-Wealth Partners sold 112 Unilever shares in Q1 2026, an estimated $7.51K.
  • Unilever made up 0.04% of Gen-Wealth Partners's portfolio in Q1 2026, its #297 holding.
  • Gen-Wealth Partners first reported a position in Unilever in Q3 2025 and has held it in 3 quarters since.
  • Gen-Wealth Partners's Unilever position peaked at $166K in Q3 2025.
  • 1,166 funds tracked by Wall St. Rank held Unilever as of Q1 2026.

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