GenWealth Group’s Procter & Gamble PG Stock Holding History

GenWealth Group’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,221	Closed	-$201K	–	74
2024 Q2	$201K	Buy	+1,221	New	+$200K	0.05%	63
2021 Q1	–	Sell	-1,681	Closed	-$234K	–	74
2020 Q4	$234K	Sell	1,681 -100	-6%	-$14K	0.08%	64
2020 Q3	$251K	Hold	1,781	–	–	0.09%	60
2020 Q2	$214K	Buy	+1,781	New	+$208K	0.08%	66
2020 Q1	–	Sell	-1,801	Closed	-$224K	–	68
2019 Q4	$224K	Hold	1,801	–	–	0.09%	66
2019 Q3	$224K	Hold	1,801	–	–	0.09%	62
2019 Q2	$200K	Buy	+1,801	New	+$192K	0.09%	66

Other funds holding PG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GenWealth Group's PG Position: Q3 2024 in Review

GenWealth Group sold out of Procter & Gamble (PG) in Q3 2024, closing a stake of 1,221 shares — an estimated $201K sold.

GenWealth Group first reported a position in PG in Q2 2019 and held it in 7 quarters. The position peaked at $251K in Q3 2020. 3,718 funds tracked by Wall St. Rank hold PG as of Q3 2024.

GenWealth Group reported no remaining Procter & Gamble position as of Q3 2024 after selling out during the quarter.
GenWealth Group sold 1,221 Procter & Gamble shares in Q3 2024, an estimated $201K.
GenWealth Group first reported a position in Procter & Gamble in Q2 2019 and held it in 7 quarters.
GenWealth Group's Procter & Gamble position peaked at $251K in Q3 2020.
3,718 funds tracked by Wall St. Rank held Procter & Gamble as of Q3 2024.

Based on GenWealth Group's 13F filing for Q3 2024, filed 11 Oct 2024.