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FactSet Research Systems shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of FactSet Research Systems (FDS) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in FactSet Research Systems

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All positions including FactSet Research Systems held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FactSet Research Systems by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $990k 3.5k 286.50
2025-06-30 $1.4M 3.2k 447.29
2025-03-31 $1.4M 3.0k 454.69
2024-12-31 $818k 1.7k 480.34
2024-09-30 $621k 1.4k 453.76
2024-06-30 $334k 819 408.15
2024-03-31 $274k 603 454.01

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Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares S&p 500 Value Etf Etf (IVE)
Invesco S&p 500 Top 50 Etf Etf (XLG)
Ishares U.s. Thematic Rotation Active Etf Etf (THRO)
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)
Walmart Stock (WMT)
Microsoft Corp Stock (MSFT)
Caterpillar Stock (CAT)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding FactSet Research Systems

Vanguard Group
BlackRock
Morgan Stanley
State Street Corporation
Bamco
Loomis, Sayles and
Wells Fargo & Company
Investec Asset Management
Geode Capital Management
Kayne Anderson Rudnick Investment Management
Mitsubishi UFJ Asset Management
Invesco
Citadel Advisors
StonePine Asset Management
Charles Schwab Investment Management

View all funds holding FactSet Research Systems