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Disclosery

Gen-Wealth Partners Inc: BAI position timeline

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

Gen-Wealth Partners Inc held 131,507 BAI 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 131,507 shares
    Change vs previous 13F -8,291 shares

    1.93% of the 13F portfolio, value $6,933,027.

    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 139,798 shares
    Change vs previous 13F +19,425 shares

    1.45% of the 13F portfolio, value $4,606,335.

    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 120,373 shares
    Change vs previous 13F +13,490 shares

    1.29% of the 13F portfolio, value $4,008,431.

    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 106,883 shares
    Change vs previous 13F +68,771 shares

    1.23% of the 13F portfolio, value $3,651,131.

    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).

  5. period ended2025-06-30
    13F 38,112 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,099,542.

    13F-HR 0002023375-25-000003 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).