Gen-Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Hold	512	–	–	0.1%	179
2026 Q1	$306K	Sell	512 -74	-13%	-$46.3K	0.1%	200
2025 Q4	$368K	Hold	586	–	–	0.12%	183
2025 Q3	$359K	Buy	586 +71	+14%	+$41.9K	0.12%	182
2025 Q2	$293K	Hold	515	–	–	0.11%	172
2025 Q1	$265K	Sell	515 -4	-0.8%	-$2.16K	0.11%	177
2024 Q4	$280K	Sell	519 -17	-3%	-$9.21K	0.12%	170
2024 Q3	$286K	Sell	536 -43	-7%	-$21.9K	0.12%	172
2024 Q2	$290K	Sell	579 -26	-4%	-$12.5K	0.14%	164
2024 Q1	$291K	Buy	+605	New	+$277K	0.14%	159

Other funds holding VOO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Gen-Wealth Partners held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 512 shares worth $352K. The position accounts for 0.1% of the portfolio, ranked #179.

Gen-Wealth Partners first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. The position peaked at $368K in Q4 2025. 2,960 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Gen-Wealth Partners held 512 shares of Vanguard S&P 500 ETF worth $352K as of Q2 2026.
Gen-Wealth Partners left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #179 holding.
Gen-Wealth Partners first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Vanguard S&P 500 ETF position peaked at $368K in Q4 2025.
2,960 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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