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Gen-Wealth Partners’s Vertiv VRT Stock Holding History

Gen-Wealth Partners’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$557K Buy
1,663
+2
+0.1% +$634 0.15% 125
2026
Q1 		$416K Buy
1,661
+15
+0.9% +$3.33K 0.13% 149
2025
Q4 		$267K Buy
1,646
+18
+1% +$3.13K 0.09% 231
2025
Q3 		$246K Hold
1,628
– – 0.08% 220
2025
Q2 		$209K Hold
1,628
– – 0.08% 216
2025
Q1 		$118K Sell
1,628
-800
-33% -$85.2K 0.05% 257
2024
Q4 		$276K Buy
2,428
+12
+0.5% +$1.43K 0.12% 173
2024
Q3 		$272K Sell
2,416
-656
-21% -$54.4K 0.12% 178
2024
Q2 		$266K Hold
3,072
– – 0.13% 171
2024
Q1 		$251K Buy
+3,072
New +$193K 0.12% 179

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Gen-Wealth Partners increased its Vertiv (VRT) stake by 0.12% in Q2 2026, buying an estimated $634 and bringing the position to 1,663 shares worth $557K. The position accounts for 0.15% of the portfolio, ranked #125.

Gen-Wealth Partners first reported a position in VRT in Q1 2024 and has held it in 10 quarters since. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • Gen-Wealth Partners held 1,663 shares of Vertiv worth $557K as of Q2 2026.
  • Gen-Wealth Partners bought 2 Vertiv shares in Q2 2026, an estimated $634.
  • Vertiv made up 0.15% of Gen-Wealth Partners's portfolio in Q2 2026, its #125 holding.
  • Gen-Wealth Partners first reported a position in Vertiv in Q1 2024 and has held it in 10 quarters since.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

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