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 Q3	$213	Hold	12	–	–	﹤0.01%	748
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	$4.24K	Sell	341 -41	-11%	-$504	﹤0.01%	539
2024 Q3	$4.54K	Buy	382 +41	+12%	+$473	﹤0.01%	554
2024 Q2	$3.62K	Sell	341 -2	-0.6%	-$22	﹤0.01%	547
2024 Q1	$4.1K	Buy	+343	New	+$4.13K	﹤0.01%	529

Other funds holding VTRS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Gen-Wealth Partners held its Viatris (VTRS) position steady in Q3 2026 at 12 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Gen-Wealth Partners first reported a position in VTRS in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.54K in Q3 2024. 741 funds tracked by Wall St. Rank hold VTRS as of Q3 2026.

Gen-Wealth Partners held 12 shares of Viatris worth $213 as of Q3 2026.
Gen-Wealth Partners left its Viatris share count unchanged in Q3 2026.
Viatris made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #748 holding.
Gen-Wealth Partners first reported a position in Viatris in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Viatris position peaked at $4.54K in Q3 2024.
741 funds tracked by Wall St. Rank held Viatris as of Q3 2026.

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