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Disclosery

Gen-Wealth Partners Inc: IVW position timeline

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

Gen-Wealth Partners Inc held 88,796 IVW 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 88,796 shares
    Change vs previous 13F +5,910 shares

    3.4% of the 13F portfolio, value $12,212,055.

    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 82,886 shares
    Change vs previous 13F +4,183 shares

    2.96% of the 13F portfolio, value $9,375,181.

    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 78,703 shares
    Change vs previous 13F +7,107 shares

    3.11% of the 13F portfolio, value $9,700,902.

    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 71,596 shares
    Change vs previous 13F +1,423 shares

    2.92% of the 13F portfolio, value $8,643,027.

    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 70,173 shares
    Change vs previous 13F -8,443 shares

    2.98% of the 13F portfolio, value $7,726,001.

    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 78,616 shares
    Change vs previous 13F -627 shares

    3.05% of the 13F portfolio, value $7,297,902.

    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 79,243 shares
    Change vs previous 13F -117 shares

    3.46% of the 13F portfolio, value $8,045,512.

    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 79,360 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $7,771,732.

    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).