GenWealth Group’s Pfizer PFE Stock Holding History

GenWealth Group’s Portfolio PFE Stock Details PFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,829	Closed	-$220K	–	93
2026 Q1	$220K	Buy	+7,829	New	+$208K	0.04%	78
2025 Q1	–	Sell	-7,829	Closed	-$208K	–	79
2024 Q4	$208K	Sell	7,829 -1,781	-19%	-$48.3K	0.05%	69
2024 Q3	$278K	Buy	+9,610	New	+$280K	0.06%	59

Other funds holding PFE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GenWealth Group's PFE Position: Q2 2026 in Review

GenWealth Group sold out of Pfizer (PFE) in Q2 2026, closing a stake of 7,829 shares — an estimated $220K sold.

GenWealth Group first reported a position in PFE in Q3 2024 and held it in 3 quarters. The position peaked at $278K in Q3 2024. 2,818 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

GenWealth Group reported no remaining Pfizer position as of Q2 2026 after selling out during the quarter.
GenWealth Group sold 7,829 Pfizer shares in Q2 2026, an estimated $220K.
GenWealth Group first reported a position in Pfizer in Q3 2024 and held it in 3 quarters.
GenWealth Group's Pfizer position peaked at $278K in Q3 2024.
2,818 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.