Gen-Wealth Partners
VTR icon

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
Q3 		$14.3K Hold
168
– – ﹤0.01% 576
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 		$9.9K 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

Geode Capital Management
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Gen-Wealth Partners held its Ventas (VTR) position steady in Q3 2026 at 168 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Gen-Wealth Partners first reported a position in VTR in Q1 2024 and has held it in 11 quarters since. The position peaked at $14.9K in Q2 2026. 493 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Gen-Wealth Partners held 168 shares of Ventas worth $14.3K as of Q3 2026.
  • Gen-Wealth Partners left its Ventas share count unchanged in Q3 2026.
  • Ventas made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #576 holding.
  • Gen-Wealth Partners first reported a position in Ventas in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Ventas position peaked at $14.9K in Q2 2026.
  • 493 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

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