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 Q2	$41K	Sell	365 -100	-22%	-$13K	0.01%	426
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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Gen-Wealth Partners reduced its Wheaton Precious Metals (WPM) stake by 22% in Q2 2026, selling an estimated $13K and leaving 365 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #426.

Gen-Wealth Partners first reported a position in WPM in Q1 2024 and has held it in 10 quarters since. The position peaked at $60.9K in Q1 2026. 852 funds tracked by Wall St. Rank hold WPM as of Q2 2026.

Gen-Wealth Partners held 365 shares of Wheaton Precious Metals worth $41K as of Q2 2026.
Gen-Wealth Partners sold 100 Wheaton Precious Metals shares in Q2 2026, an estimated $13K.
Wheaton Precious Metals made up 0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #426 holding.
Gen-Wealth Partners first reported a position in Wheaton Precious Metals in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Wheaton Precious Metals position peaked at $60.9K in Q1 2026.
852 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2026.

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