GWP
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Gen-Wealth Partners’s Unitil UTL Stock Holding History

Gen-Wealth Partners’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.78K Hold
168
– – ﹤0.01% 557
2025
Q4 		$8.14K Hold
168
– – ﹤0.01% 535
2025
Q3 		$8.04K Hold
168
– – ﹤0.01% 528
2025
Q2 		$8.76K Hold
168
– – ﹤0.01% 472
2025
Q1 		$9.69K Hold
168
– – ﹤0.01% 449
2024
Q4 		$9.1K Hold
168
– – ﹤0.01% 481
2024
Q3 		$9.74K Buy
+168
New +$9.8K ﹤0.01% 498

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