GWP
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Gen-Wealth Partners’s Vanguard Information Technology ETF VGT Stock Holding History

Gen-Wealth Partners’s Portfolio VGT Stock Details VGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.1K Hold
160
– – 0.01% 506
2026
Q1 		$14K Buy
160
+32
+25% +$2.95K ﹤0.01% 512
2025
Q4 		$12.1K Buy
+128
New +$12.2K ﹤0.01% 513

Other funds holding VGT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Gen-Wealth Partners held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 160 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #506.

Gen-Wealth Partners first reported a position in VGT in Q4 2025 and has held it in 3 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

  • Gen-Wealth Partners held 160 shares of Vanguard Information Technology ETF worth $19.1K as of Q2 2026.
  • Gen-Wealth Partners left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
  • Vanguard Information Technology ETF made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #506 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Information Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

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