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Gen-Wealth Partners’s Viatris VTRS Stock Holding History

Gen-Wealth Partners’s Portfolio VTRS Stock Details VTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191 Hold
12
– – ﹤0.01% 708
2026
Q1 		$162 Hold
12
– – ﹤0.01% 715
2025
Q4 		$149 Hold
12
– – ﹤0.01% 680
2025
Q3 		$119 Hold
12
– – ﹤0.01% 676
2025
Q2 		$107 Hold
12
– – ﹤0.01% 638
2025
Q1 		$105 Sell
12
-329
-96% -$3.45K ﹤0.01% 612
2024
Q4 		$4.25K Sell
341
-41
-11% -$504 ﹤0.01% 539
2024
Q3 		$4.54K Buy
382
+41
+12% +$473 ﹤0.01% 554
2024
Q2 		$3.63K Sell
341
-2
-0.6% -$22 ﹤0.01% 547
2024
Q1 		$4.09K Buy
+343
New +$4.13K ﹤0.01% 529

Other funds holding VTRS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Gen-Wealth Partners held its Viatris (VTRS) position steady in Q2 2026 at 12 shares worth $191. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Gen-Wealth Partners first reported a position in VTRS in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.54K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold VTRS as of Q2 2026.

  • Gen-Wealth Partners held 12 shares of Viatris worth $191 as of Q2 2026.
  • Gen-Wealth Partners left its Viatris share count unchanged in Q2 2026.
  • Viatris made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #708 holding.
  • Gen-Wealth Partners first reported a position in Viatris in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Viatris position peaked at $4.54K in Q3 2024.
  • 1,028 funds tracked by Wall St. Rank held Viatris as of Q2 2026.

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