Gen-Wealth Partners’s Vertex VERX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,950	Closed	-$104K	–	667
2024 Q4	$104K	Hold	1,950	–	–	0.04%	282
2024 Q3	$83.6K	Buy	+1,950	New	+$71.9K	0.04%	307

Other funds holding VERX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCM

Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gen-Wealth Partners's VERX Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Vertex (VERX) in Q1 2025, closing a stake of 1,950 shares — an estimated $104K sold.

Gen-Wealth Partners first reported a position in VERX in Q3 2024 and held it in 2 quarters. The position peaked at $104K in Q4 2024. 264 funds tracked by Wall St. Rank hold VERX as of Q1 2025.

Gen-Wealth Partners reported no remaining Vertex position as of Q1 2025 after selling out during the quarter.
Gen-Wealth Partners sold 1,950 Vertex shares in Q1 2025, an estimated $104K.
Gen-Wealth Partners first reported a position in Vertex in Q3 2024 and held it in 2 quarters.
Gen-Wealth Partners's Vertex position peaked at $104K in Q4 2024.
264 funds tracked by Wall St. Rank held Vertex as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.