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Disclosery

Gen-Wealth Partners Inc: MP position timeline

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

Gen-Wealth Partners Inc held 2,130 MP 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 2,130 shares
    Change vs previous 13F -167 shares

    0.03% of the 13F portfolio, value $119,273.

    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 2,297 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $110,829.

    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 2,362 shares
    Change vs previous 13F -436 shares

    0.04% of the 13F portfolio, value $119,303.

    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 2,798 shares
    Change vs previous 13F +2,602 shares

    0.06% of the 13F portfolio, value $187,628.

    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 196 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $6,521.

    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 196 shares
    Change vs previous 13F +38 shares

    <0.01% of the 13F portfolio, value $4,784.

    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 158 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $2,465.

    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 158 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,961.

    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).