Skip to content
Disclosery

Gen-Wealth Partners Inc: DOCS position timeline

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

Gen-Wealth Partners Inc held 1,061 DOCS 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 1,061 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $22,005.

    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 1,256 shares
    Change vs previous 13F -837 shares

    0.01% of the 13F portfolio, value $29,265.

    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 2,093 shares
    Change vs previous 13F -2 shares

    0.03% of the 13F portfolio, value $92,678.

    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 2,095 shares
    Change vs previous 13F +25 shares

    0.05% of the 13F portfolio, value $153,249.

    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 2,070 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $126,974.

    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 2,070 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $120,122.

    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 2,070 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $110,517.

    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 2,070 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $86,919.

    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).