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Disclosery

Gen-Wealth Partners Inc: CE position timeline

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

Gen-Wealth Partners Inc held 17,370 CE 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 17,370 shares
    Change vs previous 13F +3,190 shares

    0.22% of the 13F portfolio, value $799,034.

    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 14,180 shares
    Change vs previous 13F +3,193 shares

    0.29% of the 13F portfolio, value $932,634.

    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 10,987 shares
    Change vs previous 13F +8,390 shares

    0.15% of the 13F portfolio, value $464,551.

    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 2,597 shares
    Change vs previous 13F +1,937 shares

    0.04% of the 13F portfolio, value $109,282.

    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 660 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $36,518.

    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 660 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $37,468.

    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 660 shares
    Change vs previous 13F -7 shares

    0.02% of the 13F portfolio, value $45,679.

    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 667 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $84,722.

    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).