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 Q2	–	Sell	-5,765	Closed	-$40.1K	–	752
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 $4.23B AUM 31.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $2.64B AUM 24.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Wendy's (WEN) in Q2 2026, closing a stake of 5,765 shares — an estimated $40.1K sold.

Gen-Wealth Partners first reported a position in WEN in Q4 2025 and held it in 2 quarters. The position peaked at $40.1K in Q1 2026. 403 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

Gen-Wealth Partners reported no remaining Wendy's position as of Q2 2026 after selling out during the quarter.
Gen-Wealth Partners sold 5,765 Wendy's shares in Q2 2026, an estimated $40.1K.
Gen-Wealth Partners first reported a position in Wendy's in Q4 2025 and held it in 2 quarters.
Gen-Wealth Partners's Wendy's position peaked at $40.1K in Q1 2026.
403 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

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