Gen-Wealth Partners’s Ventas VTR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.9K	Hold	168	–	–	﹤0.01%	525
2026 Q1	$13.7K	Hold	168	–	–	﹤0.01%	516
2025 Q4	$13K	Hold	168	–	–	﹤0.01%	502
2025 Q3	$11.8K	Hold	168	–	–	﹤0.01%	510
2025 Q2	$10.6K	Hold	168	–	–	﹤0.01%	460
2025 Q1	$11.6K	Hold	168	–	–	﹤0.01%	433
2024 Q4	$9.89K	Hold	168	–	–	﹤0.01%	474
2024 Q3	$11.2K	Hold	168	–	–	﹤0.01%	483
2024 Q2	$8.61K	Hold	168	–	–	﹤0.01%	483
2024 Q1	$7.32K	Buy	+168	New	+$7.63K	﹤0.01%	476

Other funds holding VTR

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

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

Gen-Wealth Partners held its Ventas (VTR) position steady in Q2 2026 at 168 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Gen-Wealth Partners first reported a position in VTR in Q1 2024 and has held it in 10 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Gen-Wealth Partners held 168 shares of Ventas worth $14.9K as of Q2 2026.
Gen-Wealth Partners left its Ventas share count unchanged in Q2 2026.
Ventas made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #525 holding.
Gen-Wealth Partners first reported a position in Ventas in Q1 2024 and has held it in 10 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

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