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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Gen-Wealth Partners reduced its W.P. Carey (WPC) stake by 7.4% in Q1 2026, selling an estimated $39.1K and leaving 7,014 shares worth $477K. The position accounts for 0.15% of the portfolio, ranked #134.

Gen-Wealth Partners first reported a position in WPC in Q1 2024 and has held it in 9 quarters since. The position peaked at $502K in Q3 2025. 865 funds tracked by Wall St. Rank hold WPC as of Q1 2026.

Gen-Wealth Partners held 7,014 shares of W.P. Carey worth $477K as of Q1 2026.
Gen-Wealth Partners sold 558 W.P. Carey shares in Q1 2026, an estimated $39.1K.
W.P. Carey made up 0.15% of Gen-Wealth Partners's portfolio in Q1 2026, its #134 holding.
Gen-Wealth Partners first reported a position in W.P. Carey in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's W.P. Carey position peaked at $502K in Q3 2025.
865 funds tracked by Wall St. Rank held W.P. Carey as of Q1 2026.

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