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Disclosery

Gen-Wealth Partners Inc: DIA position timeline

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

Gen-Wealth Partners Inc held 4,565 DIA 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 4,565 shares
    Change vs previous 13F -233 shares

    0.66% of the 13F portfolio, value $2,384,453.

    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 4,798 shares
    Change vs previous 13F -132 shares

    0.7% of the 13F portfolio, value $2,222,222.

    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 4,930 shares
    Change vs previous 13F -88 shares

    0.76% of the 13F portfolio, value $2,368,978.

    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 5,018 shares
    Change vs previous 13F -47 shares

    0.79% of the 13F portfolio, value $2,327,047.

    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 5,065 shares
    Change vs previous 13F +147 shares

    0.86% of the 13F portfolio, value $2,231,892.

    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 4,918 shares
    Change vs previous 13F +1,479 shares

    0.86% of the 13F portfolio, value $2,064,970.

    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 3,439 shares
    Change vs previous 13F +210 shares

    0.63% of the 13F portfolio, value $1,463,295.

    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 3,229 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,361,831.

    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).