GWP
WBA

Gen-Wealth Partners’s Walgreens Boots Alliance WBA Stock Holding History

Gen-Wealth Partners’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-33
Closed -$308 – 670
2024
Q4 		$308 Sell
33
-221
-87% -$2.05K ﹤0.01% 632
2024
Q3 		$2.35K Hold
254
– – ﹤0.01% 593
2024
Q2 		$3.07K Hold
254
– – ﹤0.01% 560
2024
Q1 		$5.51K Buy
+254
New +$5.64K ﹤0.01% 492

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Gen-Wealth Partners's WBA Position: Q1 2025 in Review

Gen-Wealth Partners sold out of Walgreens Boots Alliance (WBA) in Q1 2025, closing a stake of 33 shares — an estimated $308 sold.

Gen-Wealth Partners first reported a position in WBA in Q1 2024 and held it in 4 quarters. The position peaked at $5.51K in Q1 2024. 852 funds tracked by Wall St. Rank hold WBA as of Q1 2025.

  • Gen-Wealth Partners reported no remaining Walgreens Boots Alliance position as of Q1 2025 after selling out during the quarter.
  • Gen-Wealth Partners sold 33 Walgreens Boots Alliance shares in Q1 2025, an estimated $308.
  • Gen-Wealth Partners first reported a position in Walgreens Boots Alliance in Q1 2024 and held it in 4 quarters.
  • Gen-Wealth Partners's Walgreens Boots Alliance position peaked at $5.51K in Q1 2024.
  • 852 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q1 2025.

Based on Gen-Wealth Partners's 13F filing for Q1 2025, filed 13 May 2025.