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Disclosery

Gen-Wealth Partners Inc: IVE position timeline

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

Gen-Wealth Partners Inc held 48,163 IVE 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 48,163 shares
    Change vs previous 13F -688 shares

    3.04% of the 13F portfolio, value $10,935,997.

    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 48,851 shares
    Change vs previous 13F +1,990 shares

    3.25% of the 13F portfolio, value $10,314,817.

    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 46,861 shares
    Change vs previous 13F +14,955 shares

    3.19% of the 13F portfolio, value $9,937,867.

    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 31,906 shares
    Change vs previous 13F +3,235 shares

    2.23% of the 13F portfolio, value $6,588,930.

    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 28,671 shares
    Change vs previous 13F +1,369 shares

    2.16% of the 13F portfolio, value $5,602,898.

    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 27,302 shares
    Change vs previous 13F +10,935 shares

    2.17% of the 13F portfolio, value $5,203,277.

    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 16,367 shares
    Change vs previous 13F +752 shares

    1.34% of the 13F portfolio, value $3,124,217.

    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 15,615 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,058,822.

    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).