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iShares S&P Global Energy Sector shares owned by Gen-Wealth Partners

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Gen-Wealth Partners from 13F filings

Historical chart of Gen-Wealth Partners investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Gen-Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Gen-Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $166k 4.1k 40.31
2024-06-30 $152k 3.7k 41.51
2024-03-31 $614k 14k 42.95

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Procter And Gamble Stock (PG)
Caterpillar Stock (CAT)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)

View all positions for Gen-Wealth Partners

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector