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Gen-Wealth Partners’s Waters Corp WAT Stock Holding History

Gen-Wealth Partners’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$121K Sell
323
-195
-38% -$66.5K 0.03% 309
2026
Q1 		$154K Buy
518
+36
+7% +$12.3K 0.05% 270
2025
Q4 		$183K Sell
482
-172
-26% -$63.3K 0.06% 269
2025
Q3 		$196K Sell
654
-74
-10% -$22.3K 0.07% 242
2025
Q2 		$254K Buy
728
+27
+4% +$9.28K 0.1% 189
2025
Q1 		$258K Sell
701
-58
-8% -$22.5K 0.11% 181
2024
Q4 		$282K Buy
759
+13
+2% +$4.75K 0.12% 168
2024
Q3 		$244K Buy
746
+98
+15% +$31.9K 0.11% 195
2024
Q2 		$188K Buy
648
+128
+25% +$40.8K 0.09% 217
2024
Q1 		$179K Buy
+520
New +$171K 0.09% 217

Other funds holding WAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Waters Corp (WAT) stake by 38% in Q2 2026, selling an estimated $66.5K and leaving 323 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #309.

Gen-Wealth Partners first reported a position in WAT in Q1 2024 and has held it in 10 quarters since. The position peaked at $282K in Q4 2024. 1,177 funds tracked by Wall St. Rank hold WAT as of Q2 2026.

  • Gen-Wealth Partners held 323 shares of Waters Corp worth $121K as of Q2 2026.
  • Gen-Wealth Partners sold 195 Waters Corp shares in Q2 2026, an estimated $66.5K.
  • Waters Corp made up 0.03% of Gen-Wealth Partners's portfolio in Q2 2026, its #309 holding.
  • Gen-Wealth Partners first reported a position in Waters Corp in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Waters Corp position peaked at $282K in Q4 2024.
  • 1,177 funds tracked by Wall St. Rank held Waters Corp as of Q2 2026.

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