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Gen-Wealth Partners’s Whirlpool WHR Stock Holding History

Gen-Wealth Partners’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-71
Closed -$3.83K – 753
2026
Q1 		$3.83K Hold
71
– – ﹤0.01% 607
2025
Q4 		$5.12K Sell
71
-365
-84% -$26.9K ﹤0.01% 570
2025
Q3 		$34.3K Hold
436
– – 0.01% 420
2025
Q2 		$44.2K Hold
436
– – 0.02% 345
2025
Q1 		$39.3K Hold
436
– – 0.02% 354
2024
Q4 		$49.9K Hold
436
– – 0.02% 366
2024
Q3 		$45.1K Hold
436
– – 0.02% 384
2024
Q2 		$44.6K Buy
436
+55
+14% +$5.36K 0.02% 378
2024
Q1 		$45.6K Buy
+381
New +$42.5K 0.02% 379

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Gen-Wealth Partners sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 71 shares — an estimated $3.83K sold.

Gen-Wealth Partners first reported a position in WHR in Q1 2024 and held it in 9 quarters. The position peaked at $49.9K in Q4 2024. 235 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Gen-Wealth Partners reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Gen-Wealth Partners sold 71 Whirlpool shares in Q2 2026, an estimated $3.83K.
  • Gen-Wealth Partners first reported a position in Whirlpool in Q1 2024 and held it in 9 quarters.
  • Gen-Wealth Partners's Whirlpool position peaked at $49.9K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

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