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Disclosery

Gen-Wealth Partners Inc: DOC position timeline

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

Gen-Wealth Partners Inc held 566 DOC 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 566 shares
    Change vs previous 13F -2,510 shares

    <0.01% of the 13F portfolio, value $12,112.

    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 3,076 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $50,539.

    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 2,971 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $47,774.

    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 3,000 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $57,450.

    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 3,030 shares
    Change vs previous 13F -28 shares

    0.02% of the 13F portfolio, value $53,055.

    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 3,058 shares
    Change vs previous 13F -193 shares

    0.03% of the 13F portfolio, value $61,833.

    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 3,251 shares
    Change vs previous 13F -173 shares

    0.03% of the 13F portfolio, value $65,898.

    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 3,424 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $77,793.

    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).