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Disclosery

Gen-Wealth Partners Inc: IYR position timeline

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

Gen-Wealth Partners Inc held 6,329 IYR 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 6,329 shares
    Change vs previous 13F -430 shares

    0.18% of the 13F portfolio, value $647,139.

    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 6,759 shares
    Change vs previous 13F -555 shares

    0.2% of the 13F portfolio, value $639,165.

    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 7,314 shares
    Change vs previous 13F +804 shares

    0.22% of the 13F portfolio, value $686,735.

    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 6,510 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $632,028.

    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).