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Disclosery

Gen-Wealth Partners Inc: MBB position timeline

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

Gen-Wealth Partners Inc held 18,478 MBB 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 18,478 shares
    Change vs previous 13F +1,347 shares

    0.49% of the 13F portfolio, value $1,746,565.

    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 17,131 shares
    Change vs previous 13F +603 shares

    0.51% of the 13F portfolio, value $1,626,628.

    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 16,528 shares
    Change vs previous 13F +3,191 shares

    0.51% of the 13F portfolio, value $1,573,814.

    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 13,337 shares
    Change vs previous 13F +360 shares

    0.43% of the 13F portfolio, value $1,269,046.

    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 12,977 shares
    Change vs previous 13F +1,159 shares

    0.47% of the 13F portfolio, value $1,218,391.

    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 11,818 shares
    Change vs previous 13F +392 shares

    0.46% of the 13F portfolio, value $1,108,307.

    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 11,426 shares
    Change vs previous 13F +221 shares

    0.45% of the 13F portfolio, value $1,047,536.

    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 11,205 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,041,393.

    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).