GWP
XYZ

Gen-Wealth Partners’s Block Inc XYZ Stock Holding History

Gen-Wealth Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$564K Buy
9,371
+3,199
+52% +$195K 0.18% 117
2025
Q4 		$402K Buy
6,172
+4,631
+301% +$319K 0.13% 162
2025
Q3 		$111K Buy
1,541
+1,517
+6,321% +$114K 0.04% 309
2025
Q2 		$1.63K Hold
24
– – ﹤0.01% 569
2025
Q1 		$1.3K Hold
24
– – ﹤0.01% 556
2024
Q4 		$2.04K Hold
24
– – ﹤0.01% 580
2024
Q3 		$1.76K Hold
24
– – ﹤0.01% 604
2024
Q2 		$1.55K Hold
24
– – ﹤0.01% 591
2024
Q1 		$2.03K Buy
+24
New +$1.74K ﹤0.01% 566

Other funds holding XYZ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gen-Wealth Partners increased its Block Inc (XYZ) stake by 52% in Q1 2026, buying an estimated $195K and bringing the position to 9,371 shares worth $564K. The position accounts for 0.18% of the portfolio, ranked #117.

Gen-Wealth Partners first reported a position in XYZ in Q1 2024 and has held it in 9 quarters since. 986 funds tracked by Wall St. Rank hold XYZ as of Q1 2026.

  • Gen-Wealth Partners held 9,371 shares of Block Inc worth $564K as of Q1 2026.
  • Gen-Wealth Partners bought 3,199 Block Inc shares in Q1 2026, an estimated $195K.
  • Block Inc made up 0.18% of Gen-Wealth Partners's portfolio in Q1 2026, its #117 holding.
  • Gen-Wealth Partners first reported a position in Block Inc in Q1 2024 and has held it in 9 quarters since.
  • 986 funds tracked by Wall St. Rank held Block Inc as of Q1 2026.

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