Gen-Wealth Partners »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fiserv by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $386k 2.6k 149.03
2024-03-31 $336k 2.1k 159.78

More positions owned by Gen-Wealth Partners

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

View all positions for Gen-Wealth Partners

Top funds holding Fiserv

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

View all funds holding Fiserv