Gen-Wealth Partners’s Vale VALE Stock Holding History

Gen-Wealth Partners’s Portfolio VALE Stock Details VALE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$3.91K	–	747
2025 Q4	$3.91K	Sell	300 -1,200	-80%	-$14.6K	﹤0.01%	579
2025 Q3	$16.3K	Hold	1,500	–	–	0.01%	484
2025 Q2	$14.6K	Hold	1,500	–	–	0.01%	434
2025 Q1	$15K	Hold	1,500	–	–	0.01%	424
2024 Q4	$13.3K	Hold	1,500	–	–	0.01%	449
2024 Q3	$16.2K	Buy	+1,500	New	+$16.1K	0.01%	458

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gen-Wealth Partners's VALE Position: Q1 2026 in Review

Gen-Wealth Partners sold out of Vale (VALE) in Q1 2026, closing a stake of 300 shares — an estimated $3.91K sold.

Gen-Wealth Partners first reported a position in VALE in Q3 2024 and held it in 6 quarters. The position peaked at $16.3K in Q3 2025. 556 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Gen-Wealth Partners reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
Gen-Wealth Partners sold 300 Vale shares in Q1 2026, an estimated $3.91K.
Gen-Wealth Partners first reported a position in Vale in Q3 2024 and held it in 6 quarters.
Gen-Wealth Partners's Vale position peaked at $16.3K in Q3 2025.
556 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.