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Disclosery

Gen-Wealth Partners Inc: GLDM position timeline

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

Gen-Wealth Partners Inc held 3,980 GLDM 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 3,980 shares
    Change vs previous 13F +711 shares

    0.09% of the 13F portfolio, value $316,127.

    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 3,269 shares
    Change vs previous 13F -6,435 shares

    0.1% of the 13F portfolio, value $303,003.

    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 9,704 shares
    Change vs previous 13F +2,076 shares

    0.27% of the 13F portfolio, value $828,400.

    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 7,628 shares
    Change vs previous 13F +3,173 shares

    0.2% of the 13F portfolio, value $583,131.

    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 4,455 shares
    Change vs previous 13F -1,405 shares

    0.11% of the 13F portfolio, value $291,885.

    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 5,860 shares
    Change vs previous 13F +2,922 shares

    0.15% of the 13F portfolio, value $362,690.

    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 2,938 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $152,747.

    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).