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H & Q Healthcare Fund equities shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of H & Q Healthcare Fund equities (HQH) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in H & Q Healthcare Fund equities

Tip: Access up to 7 years of quarterly data

All positions including H & Q Healthcare Fund equities held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H & Q Healthcare Fund equities by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8k 95 18.46
2025-06-30 $6.1k 395 15.49
2025-03-31 $6.4k 395 16.24
2024-12-31 $6.3k 395 16.05
2024-09-30 $7.2k 395 18.16
2024-06-30 $6.9k 395 17.46
2024-03-31 $6.7k 395 16.86

More positions owned by Gen-Wealth Partners

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 H & Q Healthcare Fund equities

Morgan Stanley
Penserra Capital Management
Raymond James Financial
Royal Bank of Canada
Ameriprise Financial
LPL Financial
Advisors Asset Management
Needham Investment Management
WNY Asset Management
Janney Montgomery Scott
UBS Group
NWF Advisory Services
Advisor Group Holdings
Oppenheimer & Co
Smith Asset Management

View all funds holding H & Q Healthcare Fund equities