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Disclosery

Gen-Wealth Partners Inc: IUSB position timeline

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

Gen-Wealth Partners Inc held 85,221 IUSB 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 85,221 shares
    Change vs previous 13F +28,784 shares

    1.09% of the 13F portfolio, value $3,932,942.

    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 56,437 shares
    Change vs previous 13F +17,616 shares

    0.82% of the 13F portfolio, value $2,606,816.

    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 38,821 shares
    Change vs previous 13F +9,526 shares

    0.58% of the 13F portfolio, value $1,806,743.

    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 29,295 shares
    Change vs previous 13F -7,653 shares

    0.46% of the 13F portfolio, value $1,368,384.

    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 36,948 shares
    Change vs previous 13F -4,209 shares

    0.66% of the 13F portfolio, value $1,708,087.

    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 41,157 shares
    Change vs previous 13F -2,525 shares

    0.79% of the 13F portfolio, value $1,896,510.

    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 43,682 shares
    Change vs previous 13F -5,460 shares

    0.85% of the 13F portfolio, value $1,974,404.

    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 49,142 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,255,126.

    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).