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Disclosery

Gen-Wealth Partners Inc: CHKP position timeline

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

Gen-Wealth Partners Inc held 609 CHKP 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 609 shares
    Change vs previous 13F -2,118 shares

    0.02% of the 13F portfolio, value $79,975.

    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 2,727 shares
    Change vs previous 13F -958 shares

    0.12% of the 13F portfolio, value $389,481.

    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 3,685 shares
    Change vs previous 13F -1,500 shares

    0.22% of the 13F portfolio, value $683,727.

    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 5,185 shares
    Change vs previous 13F +507 shares

    0.36% of the 13F portfolio, value $1,072,853.

    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 4,678 shares
    Change vs previous 13F -1 shares

    0.4% of the 13F portfolio, value $1,034,918.

    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 4,679 shares
    Change vs previous 13F +360 shares

    0.45% of the 13F portfolio, value $1,066,499.

    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 4,319 shares
    Change vs previous 13F +1,074 shares

    0.35% of the 13F portfolio, value $806,426.

    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 3,245 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $564,253.

    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).