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Gen-Wealth Partners’s Union Pacific UNP Stock Holding History

Gen-Wealth Partners’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163K Hold
600
– – 0.05% 261
2026
Q1 		$146K Hold
600
– – 0.05% 281
2025
Q4 		$139K Hold
600
– – 0.04% 296
2025
Q3 		$142K Hold
600
– – 0.05% 279
2025
Q2 		$138K Hold
600
– – 0.05% 254
2025
Q1 		$142K Hold
600
– – 0.06% 239
2024
Q4 		$137K Hold
600
– – 0.06% 246
2024
Q3 		$139K Buy
+600
New +$145K 0.06% 253

Other funds holding UNP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Gen-Wealth Partners's UNP Position: Q2 2026 in Review

Gen-Wealth Partners held its Union Pacific (UNP) position steady in Q2 2026 at 600 shares worth $163K. The position accounts for 0.05% of the portfolio, ranked #261.

Gen-Wealth Partners first reported a position in UNP in Q3 2024 and has held it in 8 quarters since. 1,962 funds tracked by Wall St. Rank hold UNP as of Q2 2026.

  • Gen-Wealth Partners held 600 shares of Union Pacific worth $163K as of Q2 2026.
  • Gen-Wealth Partners left its Union Pacific share count unchanged in Q2 2026.
  • Union Pacific made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #261 holding.
  • Gen-Wealth Partners first reported a position in Union Pacific in Q3 2024 and has held it in 8 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Union Pacific as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.