Gen-Wealth Partners Inc: LOAN position timeline

Gen-Wealth Partners Inc held 30,207 LOAN 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 30,207 shares

   Change vs previous 13F +30,207 shares

   0.01% of the 13F portfolio, value $30,207.

   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 0 shares

   Change vs previous 13F -34,674 shares

   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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 34,674 shares

   Change vs previous 13F +34,674 shares

   0.01% of the 13F portfolio, value $34,674.

   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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -37,126 shares

   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).

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 37,126 shares

   Change vs previous 13F -1,614 shares

   0% of the 13F portfolio, value $0.

   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).

6. period ended2024-12-31

   13F 38,740 shares

   Change vs previous 13F +1,896 shares

   0.02% of the 13F portfolio, value $38,740.

   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).

7. period ended2024-09-30

   13F 36,844 shares

   Change vs previous 13F not available

   0% of the 13F portfolio, value $0.

   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).