Generali Asset Management
IVZ icon

Generali Asset Management’s Invesco IVZ Stock Holding History

Generali Asset Management’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$515K Buy
17,081
+280
+2% +$8.62K 0.01% 391
2026
Q2 		$443K Sell
16,801
-270
-2% -$7.16K 0.01% 422
2026
Q1 		$415K Buy
17,071
+2,462
+17% +$64.4K 0.01% 417
2025
Q4 		$384K Buy
14,609
+813
+6% +$19.9K 0.01% 420
2025
Q3 		$316K Hold
13,796
– – 0.01% 451
2025
Q2 		$218K Hold
13,796
– – 0.01% 446
2025
Q1 		$209K Buy
13,796
+1,124
+9% +$19.2K 0.01% 430
2024
Q4 		$222K Buy
+12,672
New +$226K 0.01% 415

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 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
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Generali Asset Management's IVZ Position: Q3 2026 in Review

Generali Asset Management increased its Invesco (IVZ) stake by 1.7% in Q3 2026, buying an estimated $8.62K and bringing the position to 17,081 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #391.

Generali Asset Management first reported a position in IVZ in Q4 2024 and has held it in 8 quarters since. 152 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Generali Asset Management held 17,081 shares of Invesco worth $515K as of Q3 2026.
  • Generali Asset Management bought 280 Invesco shares in Q3 2026, an estimated $8.62K.
  • Invesco made up 0.01% of Generali Asset Management's portfolio in Q3 2026, its #391 holding.
  • Generali Asset Management first reported a position in Invesco in Q4 2024 and has held it in 8 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Generali Asset Management's 13F filing for Q3 2026, filed 26 Oct 2026.