Gen-Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-80	Closed	-$11.3K	–	730
2025 Q3	$11.3K	Hold	80	–	–	﹤0.01%	514
2025 Q2	$10.1K	Hold	80	–	–	﹤0.01%	462
2025 Q1	$8.26K	Hold	80	–	–	﹤0.01%	459
2024 Q4	$9.3K	Hold	80	–	–	﹤0.01%	479
2024 Q3	$9.18K	Hold	80	–	–	﹤0.01%	504
2024 Q2	$9.05K	Hold	80	–	–	﹤0.01%	475
2024 Q1	$8.33K	Buy	+80	New	+$8.09K	﹤0.01%	469

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Gen-Wealth Partners's XLK Position: Q4 2025 in Review

Gen-Wealth Partners sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2025, closing a stake of 80 shares — an estimated $11.3K sold.

Gen-Wealth Partners first reported a position in XLK in Q1 2024 and held it in 7 quarters. The position peaked at $11.3K in Q3 2025. 2,477 funds tracked by Wall St. Rank hold XLK as of Q4 2025.

Gen-Wealth Partners reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Gen-Wealth Partners sold 80 State Street Technology Select Sector SPDR ETF shares in Q4 2025, an estimated $11.3K.
Gen-Wealth Partners first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2024 and held it in 7 quarters.
Gen-Wealth Partners's State Street Technology Select Sector SPDR ETF position peaked at $11.3K in Q3 2025.
2,477 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2025.

Based on Gen-Wealth Partners's 13F filing for Q4 2025, filed 13 Feb 2026.