Gen-Wealth Partners
VPU icon

Gen-Wealth Partners’s Vanguard Utilities ETF VPU Stock Holding History

Gen-Wealth Partners’s Portfolio VPU Stock Details VPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.96K Hold
29
– – ﹤0.01% 648
2026
Q2 		$5.68K Hold
29
– – ﹤0.01% 586
2026
Q1 		$5.75K Hold
29
– – ﹤0.01% 583
2025
Q4 		$5.37K Hold
29
– – ﹤0.01% 565
2025
Q3 		$5.49K Hold
29
– – ﹤0.01% 564
2025
Q2 		$5.12K Hold
29
– – ﹤0.01% 522
2025
Q1 		$4.95K Hold
29
– – ﹤0.01% 498
2024
Q4 		$4.74K Sell
29
-126
-81% -$21.6K ﹤0.01% 532
2024
Q3 		$26.4K Buy
+155
New +$24.9K 0.01% 427

Other funds holding VPU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Nelson Capital Management
Nelson Capital Management Menlo Park, California $974M AUM 19.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gen-Wealth Partners's VPU Position: Q3 2026 in Review

Gen-Wealth Partners held its Vanguard Utilities ETF (VPU) position steady in Q3 2026 at 29 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Gen-Wealth Partners first reported a position in VPU in Q3 2024 and has held it in 9 quarters since. The position peaked at $26.4K in Q3 2024. 428 funds tracked by Wall St. Rank hold VPU as of Q3 2026.

  • Gen-Wealth Partners held 29 shares of Vanguard Utilities ETF worth $4.96K as of Q3 2026.
  • Gen-Wealth Partners left its Vanguard Utilities ETF share count unchanged in Q3 2026.
  • Vanguard Utilities ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #648 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Utilities ETF in Q3 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's Vanguard Utilities ETF position peaked at $26.4K in Q3 2024.
  • 428 funds tracked by Wall St. Rank held Vanguard Utilities ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.