Gen-Wealth Partners’s W.P. Carey WPC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$405K	Sell	5,669 -1,345	-19%	-$98.6K	0.11%	151
2026 Q1	$477K	Sell	7,014 -558	-7%	-$39.1K	0.15%	134
2025 Q4	$487K	Buy	7,572 +146	+2%	+$9.72K	0.16%	133
2025 Q3	$502K	Buy	7,426 +4,444	+149%	+$291K	0.17%	146
2025 Q2	$186K	Sell	2,982 -76	-2%	-$4.68K	0.07%	229
2025 Q1	$193K	Sell	3,058 -118	-4%	-$6.99K	0.08%	212
2024 Q4	$173K	Sell	3,176 -755	-19%	-$43K	0.07%	223
2024 Q3	$221K	Sell	3,931 -5,112	-57%	-$303K	0.1%	208
2024 Q2	$498K	Buy	9,043 +3,893	+76%	+$219K	0.24%	103
2024 Q1	$291K	Buy	+5,150	New	+$308K	0.14%	160

Other funds holding WPC

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Gen-Wealth Partners reduced its W.P. Carey (WPC) stake by 19% in Q2 2026, selling an estimated $98.6K and leaving 5,669 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #151.

Gen-Wealth Partners first reported a position in WPC in Q1 2024 and has held it in 10 quarters since. The position peaked at $502K in Q3 2025. 902 funds tracked by Wall St. Rank hold WPC as of Q2 2026.

Gen-Wealth Partners held 5,669 shares of W.P. Carey worth $405K as of Q2 2026.
Gen-Wealth Partners sold 1,345 W.P. Carey shares in Q2 2026, an estimated $98.6K.
W.P. Carey made up 0.11% of Gen-Wealth Partners's portfolio in Q2 2026, its #151 holding.
Gen-Wealth Partners first reported a position in W.P. Carey in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's W.P. Carey position peaked at $502K in Q3 2025.
902 funds tracked by Wall St. Rank held W.P. Carey as of Q2 2026.

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