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Broadridge Financial Solutions shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Broadridge Financial Solutions (BR) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Broadridge Financial Solutions

Tip: Access up to 7 years of quarterly data

All positions including Broadridge Financial Solutions held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Broadridge Financial Solutions by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $456k 2.0k 223.12
2025-09-30 $110k 462 238.17
2025-06-30 $30k 125 243.03
2025-03-31 $33k 137 242.46
2024-12-31 $36k 160 226.09

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Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
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Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Coca Cola Stock (KO)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Invesco S&p 500 Momentum Etf Etf (SPMO)

View all positions for Gen-Wealth Partners

Top funds holding Broadridge Financial Solutions

Vanguard Group
BlackRock
State Street Corporation
Alliancebernstein
Geode Capital Management
Henderson Group
Barclays
Mitsubishi UFJ Asset Management
Ameriprise Financial
Northern Trust
Norges Bank Investment Management
Invesco
Van Eck Associates Corp.
Stifel Financial
Bahl & Gaynor

View all funds holding Broadridge Financial Solutions