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Disclosery

Gen-Wealth Partners Inc: IVV position timeline

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

Gen-Wealth Partners Inc held 14,691 IVV 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 14,691 shares
    Change vs previous 13F +1,030 shares

    3.06% of the 13F portfolio, value $11,001,964.

    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 13,661 shares
    Change vs previous 13F +2,154 shares

    2.82% of the 13F portfolio, value $8,923,189.

    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 11,507 shares
    Change vs previous 13F +1,519 shares

    2.53% of the 13F portfolio, value $7,881,721.

    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 9,988 shares
    Change vs previous 13F -798 shares

    2.26% of the 13F portfolio, value $6,684,671.

    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 10,786 shares
    Change vs previous 13F +391 shares

    2.58% of the 13F portfolio, value $6,696,838.

    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 10,395 shares
    Change vs previous 13F -601 shares

    2.44% of the 13F portfolio, value $5,840,903.

    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 10,996 shares
    Change vs previous 13F +45 shares

    2.78% of the 13F portfolio, value $6,473,136.

    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 10,951 shares
    Change vs previous 13F not available

    2.79% of the 13F portfolio, value $6,380,988.

    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).