Gen-Wealth Partners
XYZ icon

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
Q3 		$1.01M Buy
13,689
+1,699
+14% +$135K 0.28% 82
2026
Q2 		$911K Buy
11,990
+2,619
+28% +$184K 0.25% 84
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Gen-Wealth Partners's XYZ Position: Q3 2026 in Review

Gen-Wealth Partners increased its Block Inc (XYZ) stake by 14% in Q3 2026, buying an estimated $135K and bringing the position to 13,689 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #82.

Gen-Wealth Partners first reported a position in XYZ in Q1 2024 and has held it in 11 quarters since. 450 funds tracked by Wall St. Rank hold XYZ as of Q3 2026.

  • Gen-Wealth Partners held 13,689 shares of Block Inc worth $1.01M as of Q3 2026.
  • Gen-Wealth Partners bought 1,699 Block Inc shares in Q3 2026, an estimated $135K.
  • Block Inc made up 0.28% of Gen-Wealth Partners's portfolio in Q3 2026, its #82 holding.
  • Gen-Wealth Partners first reported a position in Block Inc in Q1 2024 and has held it in 11 quarters since.
  • 450 funds tracked by Wall St. Rank held Block Inc as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.