GWP
WAY

Gen-Wealth Partners’s Waystar Holding Corp WAY Stock Holding History

Gen-Wealth Partners’s Portfolio WAY Stock Details WAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,510
Closed -$95.2K – 734
2025
Q3 		$95.2K Hold
2,510
– – 0.03% 325
2025
Q2 		$103K Hold
2,510
– – 0.04% 280
2025
Q1 		$93.8K Hold
2,510
– – 0.04% 279
2024
Q4 		$92.1K Buy
+2,510
New +$77.2K 0.04% 293

Other funds holding WAY

EFM
EQT Fund Management Luxembourg $1.02B AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gen-Wealth Partners's WAY Position: Q4 2025 in Review

Gen-Wealth Partners sold out of Waystar Holding Corp (WAY) in Q4 2025, closing a stake of 2,510 shares — an estimated $95.2K sold.

Gen-Wealth Partners first reported a position in WAY in Q4 2024 and held it in 4 quarters. The position peaked at $103K in Q2 2025. 300 funds tracked by Wall St. Rank hold WAY as of Q4 2025.

  • Gen-Wealth Partners reported no remaining Waystar Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 2,510 Waystar Holding Corp shares in Q4 2025, an estimated $95.2K.
  • Gen-Wealth Partners first reported a position in Waystar Holding Corp in Q4 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Waystar Holding Corp position peaked at $103K in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Waystar Holding Corp as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.