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Disclosery

Gen-Wealth Partners Inc: ESS position timeline

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

Gen-Wealth Partners Inc held 1,214 ESS 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 1,214 shares
    Change vs previous 13F -99 shares

    0.1% of the 13F portfolio, value $353,918.

    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 1,313 shares
    Change vs previous 13F +47 shares

    0.1% of the 13F portfolio, value $317,655.

    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 1,266 shares
    Change vs previous 13F -496 shares

    0.11% of the 13F portfolio, value $331,284.

    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 1,762 shares
    Change vs previous 13F -80 shares

    0.16% of the 13F portfolio, value $471,546.

    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 1,842 shares
    Change vs previous 13F -11 shares

    0.2% of the 13F portfolio, value $521,885.

    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 1,853 shares
    Change vs previous 13F -99 shares

    0.24% of the 13F portfolio, value $568,162.

    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 1,952 shares
    Change vs previous 13F +45 shares

    0.24% of the 13F portfolio, value $557,202.

    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 1,907 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $560,839.

    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).