Skip to content
Disclosery

Gen-Wealth Partners Inc: KO position timeline

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

Gen-Wealth Partners Inc held 55,090 KO 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 55,090 shares
    Change vs previous 13F -1,162 shares

    1.24% of the 13F portfolio, value $4,477,124.

    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 56,252 shares
    Change vs previous 13F +635 shares

    1.35% of the 13F portfolio, value $4,277,944.

    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 55,617 shares
    Change vs previous 13F +23,884 shares

    1.25% of the 13F portfolio, value $3,888,178.

    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 31,733 shares
    Change vs previous 13F +2,856 shares

    0.71% of the 13F portfolio, value $2,104,514.

    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 28,877 shares
    Change vs previous 13F -512 shares

    0.79% of the 13F portfolio, value $2,043,048.

    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 29,389 shares
    Change vs previous 13F +1,053 shares

    0.88% of the 13F portfolio, value $2,104,827.

    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 28,336 shares
    Change vs previous 13F +1,365 shares

    0.76% of the 13F portfolio, value $1,764,188.

    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 26,971 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,777,932.

    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).