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Disclosery

Gen-Wealth Partners Inc: DOW position timeline

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

Gen-Wealth Partners Inc held 8,217 DOW 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 8,217 shares
    Change vs previous 13F -643 shares

    0.06% of the 13F portfolio, value $224,807.

    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 8,860 shares
    Change vs previous 13F -88 shares

    0.12% of the 13F portfolio, value $369,026.

    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 8,948 shares
    Change vs previous 13F +1,856 shares

    0.07% of the 13F portfolio, value $209,200.

    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 7,092 shares
    Change vs previous 13F +6,273 shares

    0.05% of the 13F portfolio, value $162,627.

    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 819 shares
    Change vs previous 13F -1,734 shares

    0.01% of the 13F portfolio, value $21,687.

    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 2,553 shares
    Change vs previous 13F -217 shares

    0.04% of the 13F portfolio, value $89,151.

    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 2,770 shares
    Change vs previous 13F -19,500 shares

    0.05% of the 13F portfolio, value $111,160.

    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 22,270 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,098,803.

    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).