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Fiserv shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $336k 2.1k 159.78

More positions owned by Gen-Wealth Partners

Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Technology Etf Etf (IYW)
Microsoft Corp Stock (MSFT)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Procter And Gamble Stock (PG)

View all positions for Gen-Wealth Partners

Top funds holding Fiserv

Vanguard Group
T. Rowe Price Associates
BlackRock
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Geode Capital Management
Jpmorgan Chase & Co
FMR
Morgan Stanley
Massachusetts Financial Services
Veritas Asset Management
Nuveen Asset Management
Parnassus Investments

View all funds holding Fiserv