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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

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

Gen-Wealth Partners increased its Block Inc (XYZ) stake by 28% in Q2 2026, buying an estimated $184K and bringing the position to 11,990 shares worth $911K. The position accounts for 0.25% of the portfolio, ranked #84.

Gen-Wealth Partners first reported a position in XYZ in Q1 2024 and has held it in 10 quarters since. 1,080 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Gen-Wealth Partners held 11,990 shares of Block Inc worth $911K as of Q2 2026.
  • Gen-Wealth Partners bought 2,619 Block Inc shares in Q2 2026, an estimated $184K.
  • Block Inc made up 0.25% of Gen-Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Gen-Wealth Partners first reported a position in Block Inc in Q1 2024 and has held it in 10 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

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