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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
Q2 		$8.85K Hold
168
– – ﹤0.01% 564
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

Other funds holding UTL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gen-Wealth Partners held its Unitil (UTL) position steady in Q2 2026 at 168 shares worth $8.85K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Gen-Wealth Partners first reported a position in UTL in Q3 2024 and has held it in 8 quarters since. The position peaked at $9.74K in Q3 2024. 245 funds tracked by Wall St. Rank hold UTL as of Q2 2026.

  • Gen-Wealth Partners held 168 shares of Unitil worth $8.85K as of Q2 2026.
  • Gen-Wealth Partners left its Unitil share count unchanged in Q2 2026.
  • Unitil made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #564 holding.
  • Gen-Wealth Partners first reported a position in Unitil in Q3 2024 and has held it in 8 quarters since.
  • Gen-Wealth Partners's Unitil position peaked at $9.74K in Q3 2024.
  • 245 funds tracked by Wall St. Rank held Unitil as of Q2 2026.

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