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Disclosery

Gen-Wealth Partners Inc: BR position timeline

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

Gen-Wealth Partners Inc held 4,872 BR 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 4,872 shares
    Change vs previous 13F +1,747 shares

    0.19% of the 13F portfolio, value $667,284.

    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 3,125 shares
    Change vs previous 13F +1,082 shares

    0.16% of the 13F portfolio, value $507,670.

    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 2,043 shares
    Change vs previous 13F +1,581 shares

    0.15% of the 13F portfolio, value $455,831.

    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 462 shares
    Change vs previous 13F +337 shares

    0.04% of the 13F portfolio, value $110,035.

    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 125 shares
    Change vs previous 13F -12 shares

    0.01% of the 13F portfolio, value $30,379.

    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 137 shares
    Change vs previous 13F -23 shares

    0.01% of the 13F portfolio, value $33,217.

    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 160 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $36,174.

    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).