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Disclosery

Gen-Wealth Partners Inc: BEN position timeline

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

Gen-Wealth Partners Inc held 12,884 BEN 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 12,884 shares
    Change vs previous 13F -1,624 shares

    0.12% of the 13F portfolio, value $428,636.

    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 14,508 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $342,678.

    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 14,578 shares
    Change vs previous 13F -8,026 shares

    0.11% of the 13F portfolio, value $348,271.

    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 22,604 shares
    Change vs previous 13F -2,941 shares

    0.18% of the 13F portfolio, value $522,830.

    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 25,545 shares
    Change vs previous 13F -427 shares

    0.24% of the 13F portfolio, value $609,245.

    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).

  6. period ended2025-03-31
    13F 25,972 shares
    Change vs previous 13F +718 shares

    0.21% of the 13F portfolio, value $499,955.

    13F-HR 0002023375-25-000002 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).

  7. period ended2024-12-31
    13F 25,254 shares
    Change vs previous 13F +3,007 shares

    0.22% of the 13F portfolio, value $512,409.

    13F-HR 0002023375-25-000001 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).

  8. period ended2024-09-30
    13F 22,247 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $464,739.

    13F-HR 0002023375-24-000005 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).