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Disclosery

Gen-Wealth Partners Inc: MSFT position timeline

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

Gen-Wealth Partners Inc held 8,442 MSFT 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 8,442 shares
    Change vs previous 13F +327 shares

    0.88% of the 13F portfolio, value $3,149,062.

    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 8,115 shares
    Change vs previous 13F +754 shares

    0.95% of the 13F portfolio, value $3,004,109.

    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 7,361 shares
    Change vs previous 13F +542 shares

    1.14% of the 13F portfolio, value $3,560,072.

    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 6,819 shares
    Change vs previous 13F +305 shares

    1.19% of the 13F portfolio, value $3,532,092.

    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 6,514 shares
    Change vs previous 13F -95 shares

    1.25% of the 13F portfolio, value $3,240,291.

    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 6,609 shares
    Change vs previous 13F +198 shares

    1.04% of the 13F portfolio, value $2,481,070.

    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 6,411 shares
    Change vs previous 13F -504 shares

    1.16% of the 13F portfolio, value $2,702,361.

    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 6,915 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $2,991,069.

    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).