Skip to content
Disclosery

Gen-Wealth Partners Inc: EFV position timeline

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

Gen-Wealth Partners Inc held 39,408 EFV 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 39,408 shares
    Change vs previous 13F -44,714 shares

    0.84% of the 13F portfolio, value $3,016,657.

    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 84,122 shares
    Change vs previous 13F -30,733 shares

    1.97% of the 13F portfolio, value $6,254,470.

    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 114,855 shares
    Change vs previous 13F +8,024 shares

    2.63% of the 13F portfolio, value $8,201,820.

    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 106,831 shares
    Change vs previous 13F -22,596 shares

    2.45% of the 13F portfolio, value $7,246,318.

    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 129,427 shares
    Change vs previous 13F +36,461 shares

    3.17% of the 13F portfolio, value $8,216,027.

    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 92,966 shares
    Change vs previous 13F -6,937 shares

    2.29% of the 13F portfolio, value $5,479,390.

    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 99,903 shares
    Change vs previous 13F +6,771 shares

    2.25% of the 13F portfolio, value $5,241,911.

    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 93,132 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $5,139,964.

    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).