GWP
UNM icon

Gen-Wealth Partners’s Unum UNM Stock Holding History

Gen-Wealth Partners’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-85
Closed -$6.61K – 726
2025
Q3 		$6.61K Hold
85
– – ﹤0.01% 546
2025
Q2 		$6.87K Buy
85
+28
+49% +$2.21K ﹤0.01% 490
2025
Q1 		$4.64K Hold
57
– – ﹤0.01% 506
2024
Q4 		$4.16K Hold
57
– – ﹤0.01% 540
2024
Q3 		$3.67K Buy
57
+17
+43% +$923 ﹤0.01% 569
2024
Q2 		$2.04K Buy
+40
New +$2.07K ﹤0.01% 578

Other funds holding UNM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gen-Wealth Partners's UNM Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Unum (UNM) in Q4 2025, closing a stake of 85 shares — an estimated $6.61K sold.

Gen-Wealth Partners first reported a position in UNM in Q2 2024 and held it in 6 quarters. The position peaked at $6.87K in Q2 2025. 697 funds tracked by Wall St. Rank hold UNM as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Unum position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 85 Unum shares in Q4 2025, an estimated $6.61K.
  • Gen-Wealth Partners first reported a position in Unum in Q2 2024 and held it in 6 quarters.
  • Gen-Wealth Partners's Unum position peaked at $6.87K in Q2 2025.
  • 697 funds tracked by Wall St. Rank held Unum as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.