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Gen-Wealth Partners Inc: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gen-Wealth Partners Inc on AVEM, newest first. How the timeline and the estimate are built.

Gen-Wealth Partners Inc held 29,142 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,142 shares
    Change vs previous 13F -10,535 shares

    0.78% of the 13F portfolio, value $2,811,914.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 39,677 shares
    Change vs previous 13F +2,575 shares

    1.01% of the 13F portfolio, value $3,197,196.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,102 shares
    Change vs previous 13F +20,139 shares

    0.92% of the 13F portfolio, value $2,857,621.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,963 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,274,094.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).