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Gen-Wealth Partners’s US Bancorp USB Stock Holding History

Gen-Wealth Partners’s Portfolio USB Stock Details USB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.9K Sell
1,256
-60
-5% -$3.36K 0.02% 359
2026
Q1 		$68.4K Sell
1,316
-204
-13% -$11.2K 0.02% 367
2025
Q4 		$81.1K Sell
1,520
-85
-5% -$4.18K 0.03% 346
2025
Q3 		$77.6K Sell
1,605
-204
-11% -$9.65K 0.03% 354
2025
Q2 		$81.9K Sell
1,809
-30
-2% -$1.26K 0.03% 300
2025
Q1 		$77.6K Sell
1,839
-211
-10% -$9.73K 0.03% 300
2024
Q4 		$98.1K Sell
2,050
-293
-13% -$14.4K 0.04% 288
2024
Q3 		$114K Sell
2,343
-87
-4% -$3.82K 0.05% 270
2024
Q2 		$96.5K Sell
2,430
-482
-17% -$19.7K 0.05% 287
2024
Q1 		$130K Buy
+2,912
New +$123K 0.06% 268

Other funds holding USB

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
MB
MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

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

Gen-Wealth Partners reduced its US Bancorp (USB) stake by 4.6% in Q2 2026, selling an estimated $3.36K and leaving 1,256 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #359.

Gen-Wealth Partners first reported a position in USB in Q1 2024 and has held it in 10 quarters since. The position peaked at $130K in Q1 2024. 1,375 funds tracked by Wall St. Rank hold USB as of Q2 2026.

  • Gen-Wealth Partners held 1,256 shares of US Bancorp worth $75.9K as of Q2 2026.
  • Gen-Wealth Partners sold 60 US Bancorp shares in Q2 2026, an estimated $3.36K.
  • US Bancorp made up 0.02% of Gen-Wealth Partners's portfolio in Q2 2026, its #359 holding.
  • Gen-Wealth Partners first reported a position in US Bancorp in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's US Bancorp position peaked at $130K in Q1 2024.
  • 1,375 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

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