Gen-Wealth Partners’s Willdan Group WLDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,525	Closed	-$72.7K	–	686
2024 Q3	$72.7K	Buy	+1,525	New	+$54.8K	0.03%	342

Other funds holding WLDN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

Forager Capital Management Birmingham, Alabama $266M AUM 40% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SCA

Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Gen-Wealth Partners's WLDN Position: Q4 2024 in Review

Gen-Wealth Partners sold out of Willdan Group (WLDN) in Q4 2024, closing a stake of 1,525 shares — an estimated $72.7K sold.

Gen-Wealth Partners first reported a position in WLDN in Q3 2024 and held it in 1 quarter. The position peaked at $72.7K in Q3 2024. 155 funds tracked by Wall St. Rank hold WLDN as of Q4 2024.

Gen-Wealth Partners reported no remaining Willdan Group position as of Q4 2024 after selling out during the quarter.
Gen-Wealth Partners sold 1,525 Willdan Group shares in Q4 2024, an estimated $72.7K.
Gen-Wealth Partners first reported a position in Willdan Group in Q3 2024 and held it in 1 quarter.
Gen-Wealth Partners's Willdan Group position peaked at $72.7K in Q3 2024.
155 funds tracked by Wall St. Rank held Willdan Group as of Q4 2024.

Based on Gen-Wealth Partners's 13F filing for Q4 2024, filed 14 Feb 2025.