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Disclosery

Gen-Wealth Partners Inc: GIB position timeline

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

Gen-Wealth Partners Inc held 919 GIB 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 919 shares
    Change vs previous 13F -604 shares

    0.02% of the 13F portfolio, value $59,340.

    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 1,523 shares
    Change vs previous 13F +425 shares

    0.04% of the 13F portfolio, value $111,331.

    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 1,098 shares
    Change vs previous 13F -1,134 shares

    0.03% of the 13F portfolio, value $101,345.

    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 2,232 shares
    Change vs previous 13F -290 shares

    0.07% of the 13F portfolio, value $198,938.

    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 2,522 shares
    Change vs previous 13F +248 shares

    0.1% of the 13F portfolio, value $264,381.

    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 2,274 shares
    Change vs previous 13F -22 shares

    0.09% of the 13F portfolio, value $227,013.

    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 2,296 shares
    Change vs previous 13F +68 shares

    0.11% of the 13F portfolio, value $250,999.

    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 2,228 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $251,096.

    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).