Gen Wealth Group, Inc. Columbia ETF Tr I Multi Sector Transaction History

Gen Wealth Group, Inc.

$492 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 10, 2025	BUY	$20.08 - $20.62 $575,071 - $590,536	28,639 New	28,639 $575,000

Others Institutions Holding MUST

# of Institutions

83

Shares Held

13.6M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

2.43M
Shares

$48.3 Million
0.01% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$46 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

1.72M
Shares

$34.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.23M
Shares

$24.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

973K
Shares

$19.3 Million
0.0% of portfolio

About COLUMBIA ETF TR I MULTI SECTOR

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