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Gen-Wealth Partners’s Wheaton Precious Metals WPM Stock Holding History

Gen-Wealth Partners’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.9K Sell
465
-50
-10% -$6.95K 0.02% 378
2025
Q4 		$60.5K Hold
515
– – 0.02% 370
2025
Q3 		$57.6K Buy
515
+65
+14% +$6.35K 0.02% 374
2025
Q2 		$40.4K Hold
450
– – 0.02% 351
2025
Q1 		$34.9K Hold
450
– – 0.01% 368
2024
Q4 		$25.3K Hold
450
– – 0.01% 414
2024
Q3 		$30.4K Hold
450
– – 0.01% 420
2024
Q2 		$23.6K Hold
450
– – 0.01% 421
2024
Q1 		$21.2K Buy
+450
New +$20.3K 0.01% 419

Other funds holding WPM

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Wheaton Precious Metals (WPM) stake by 9.7% in Q1 2026, selling an estimated $6.95K and leaving 465 shares worth $60.9K. The position accounts for 0.02% of the portfolio, ranked #378.

Gen-Wealth Partners first reported a position in WPM in Q1 2024 and has held it in 9 quarters since. 851 funds tracked by Wall St. Rank hold WPM as of Q1 2026.

  • Gen-Wealth Partners held 465 shares of Wheaton Precious Metals worth $60.9K as of Q1 2026.
  • Gen-Wealth Partners sold 50 Wheaton Precious Metals shares in Q1 2026, an estimated $6.95K.
  • Wheaton Precious Metals made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #378 holding.
  • Gen-Wealth Partners first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 9 quarters since.
  • 851 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q1 2026.

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