Gen-Wealth Partners
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Gen-Wealth Partners’s United Parcel Service UPS Stock Holding History

Gen-Wealth Partners’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-94
Closed -$10.1K – 803
2026
Q2 		$10.1K Sell
94
-42
-31% -$4.37K ﹤0.01% 553
2026
Q1 		$13.4K Sell
136
-82
-38% -$8.79K ﹤0.01% 517
2025
Q4 		$21.6K Sell
218
-18
-8% -$1.68K 0.01% 468
2025
Q3 		$19.7K Buy
236
+19
+9% +$1.72K 0.01% 469
2025
Q2 		$21.9K Buy
217
+14
+7% +$1.38K 0.01% 407
2025
Q1 		$22.3K Sell
203
-25
-11% -$2.99K 0.01% 397
2024
Q4 		$28.8K Sell
228
-5
-2% -$658 0.01% 404
2024
Q3 		$31.2K Buy
233
+17
+8% +$2.23K 0.01% 416
2024
Q2 		$29.6K Sell
216
-100
-32% -$14.3K 0.01% 413
2024
Q1 		$47K Buy
+316
New +$48K 0.02% 376

Other funds holding UPS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Gen-Wealth Partners sold out of United Parcel Service (UPS) in Q3 2026, closing a stake of 94 shares — an estimated $10.1K sold.

Gen-Wealth Partners first reported a position in UPS in Q1 2024 and held it in 10 quarters. The position peaked at $47K in Q1 2024. 1,296 funds tracked by Wall St. Rank hold UPS as of Q3 2026.

  • Gen-Wealth Partners reported no remaining United Parcel Service position as of Q3 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 94 United Parcel Service shares in Q3 2026, an estimated $10.1K.
  • Gen-Wealth Partners first reported a position in United Parcel Service in Q1 2024 and held it in 10 quarters.
  • Gen-Wealth Partners's United Parcel Service position peaked at $47K in Q1 2024.
  • 1,296 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2026.

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