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Disclosery

Gen-Wealth Partners Inc: FDS position timeline

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

Gen-Wealth Partners Inc held 1,154 FDS 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 1,154 shares
    Change vs previous 13F -86 shares

    0.07% of the 13F portfolio, value $265,466.

    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 1,240 shares
    Change vs previous 13F +387 shares

    0.08% of the 13F portfolio, value $269,011.

    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 853 shares
    Change vs previous 13F -2,603 shares

    0.08% of the 13F portfolio, value $247,491.

    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 3,456 shares
    Change vs previous 13F +234 shares

    0.33% of the 13F portfolio, value $990,140.

    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 3,222 shares
    Change vs previous 13F +190 shares

    0.56% of the 13F portfolio, value $1,441,164.

    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 3,032 shares
    Change vs previous 13F +1,329 shares

    0.58% of the 13F portfolio, value $1,378,621.

    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 1,703 shares
    Change vs previous 13F +335 shares

    0.35% of the 13F portfolio, value $818,025.

    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 1,368 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $620,741.

    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).