Gen-Wealth Partners’s Wendy's WEN Stock Holding History

Gen-Wealth Partners’s Portfolio WEN Stock Details WEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$40.1K	Buy	5,765 +1,811	+46%	+$13.9K	0.01%	416
2025 Q4	$32.9K	Buy	+3,954	New	+$34.1K	0.01%	425

Other funds holding WEN

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gen-Wealth Partners's WEN Position: Q1 2026 in Review

Gen-Wealth Partners increased its Wendy's (WEN) stake by 46% in Q1 2026, buying an estimated $13.9K and bringing the position to 5,765 shares worth $40.1K. The position accounts for 0.01% of the portfolio, ranked #416.

Gen-Wealth Partners first reported a position in WEN in Q4 2025 and has held it in 2 quarters since. 407 funds tracked by Wall St. Rank hold WEN as of Q1 2026.

Gen-Wealth Partners held 5,765 shares of Wendy's worth $40.1K as of Q1 2026.
Gen-Wealth Partners bought 1,811 Wendy's shares in Q1 2026, an estimated $13.9K.
Wendy's made up 0.01% of Gen-Wealth Partners's portfolio in Q1 2026, its #416 holding.
Gen-Wealth Partners first reported a position in Wendy's in Q4 2025 and has held it in 2 quarters since.
407 funds tracked by Wall St. Rank held Wendy's as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.