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Disclosery

Gen-Wealth Partners Inc: EFG position timeline

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

Gen-Wealth Partners Inc held 19,588 EFG 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 19,588 shares
    Change vs previous 13F +1,928 shares

    0.68% of the 13F portfolio, value $2,437,173.

    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 17,660 shares
    Change vs previous 13F +4,101 shares

    0.62% of the 13F portfolio, value $1,966,744.

    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 13,559 shares
    Change vs previous 13F -2,985 shares

    0.5% of the 13F portfolio, value $1,544,639.

    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 16,544 shares
    Change vs previous 13F -17,290 shares

    0.64% of the 13F portfolio, value $1,884,025.

    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 33,834 shares
    Change vs previous 13F +629 shares

    1.46% of the 13F portfolio, value $3,789,391.

    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 33,205 shares
    Change vs previous 13F -24,274 shares

    1.39% of the 13F portfolio, value $3,320,507.

    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 57,479 shares
    Change vs previous 13F +4,439 shares

    2.39% of the 13F portfolio, value $5,565,716.

    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 53,040 shares
    Change vs previous 13F not available

    2.36% of the 13F portfolio, value $5,400,577.

    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).