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Disclosery

Gen-Wealth Partners Inc: IYZ position timeline

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

Gen-Wealth Partners Inc held 843 IYZ 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 843 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $35,673.

    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 840 shares
    Change vs previous 13F +3 shares

    0.01% of the 13F portfolio, value $33,031.

    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 837 shares
    Change vs previous 13F +5 shares

    0.01% of the 13F portfolio, value $28,371.

    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 832 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,844.

    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).