Gen-Wealth Partners Inc: LCTU position timeline

Gen-Wealth Partners Inc held 8,041 LCTU 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 8,041 shares

   Change vs previous 13F +874 shares

   0.18% of the 13F portfolio, value $644,567.

   13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 7,167 shares

   Change vs previous 13F -321 shares

   0.16% of the 13F portfolio, value $502,674.

   13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,488 shares

   Change vs previous 13F -587 shares

   0.18% of the 13F portfolio, value $554,793.

   13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 8,075 shares

   Change vs previous 13F +124 shares

   0.2% of the 13F portfolio, value $586,073.

   13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,951 shares

   Change vs previous 13F -212 shares

   0.21% of the 13F portfolio, value $534,880.

   13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 8,163 shares

   Change vs previous 13F -289 shares

   0.21% of the 13F portfolio, value $494,719.

   13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 8,452 shares

   Change vs previous 13F -1,021 shares

   0.23% of the 13F portfolio, value $541,351.

   13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 9,473 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $599,262.

   13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).