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Disclosery

Gen-Wealth Partners Inc: BF-B position timeline

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

Gen-Wealth Partners Inc held 11,382 BF-B 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 11,382 shares
    Change vs previous 13F -1,153 shares

    0.08% of the 13F portfolio, value $303,331.

    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 12,535 shares
    Change vs previous 13F +901 shares

    0.1% of the 13F portfolio, value $331,424.

    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 11,634 shares
    Change vs previous 13F -5,742 shares

    0.1% of the 13F portfolio, value $303,185.

    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 17,376 shares
    Change vs previous 13F +3,349 shares

    0.16% of the 13F portfolio, value $470,554.

    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 14,027 shares
    Change vs previous 13F -1,157 shares

    0.15% of the 13F portfolio, value $377,456.

    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 15,184 shares
    Change vs previous 13F +2,337 shares

    0.22% of the 13F portfolio, value $515,348.

    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 12,847 shares
    Change vs previous 13F +1,721 shares

    0.21% of the 13F portfolio, value $487,915.

    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 11,126 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $505,567.

    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).