Gen-Wealth Partners
UL icon

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
Q3 		$51.1K Sell
841
-1,359
-62% -$85.4K 0.01% 377
2026
Q2 		$132K Sell
2,200
-132
-6% -$7.63K 0.04% 292
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

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Equity Investment Corp
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Munich Reinsurance
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Unilever (UL) stake by 62% in Q3 2026, selling an estimated $85.4K and leaving 841 shares worth $51.1K. The position accounts for 0.01% of the portfolio, ranked #377.

Gen-Wealth Partners first reported a position in UL in Q3 2025 and has held it in 5 quarters since. The position peaked at $166K in Q3 2025. 602 funds tracked by Wall St. Rank hold UL as of Q3 2026.

  • Gen-Wealth Partners held 841 shares of Unilever worth $51.1K as of Q3 2026.
  • Gen-Wealth Partners sold 1,359 Unilever shares in Q3 2026, an estimated $85.4K.
  • Unilever made up 0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #377 holding.
  • Gen-Wealth Partners first reported a position in Unilever in Q3 2025 and has held it in 5 quarters since.
  • Gen-Wealth Partners's Unilever position peaked at $166K in Q3 2025.
  • 602 funds tracked by Wall St. Rank held Unilever as of Q3 2026.

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