Gen-Wealth Partners Inc: MTD position timeline

Gen-Wealth Partners Inc held 112 MTD 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 112 shares

   Change vs previous 13F -91 shares

   0.04% of the 13F portfolio, value $143,081.

   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 203 shares

   Change vs previous 13F -194 shares

   0.08% of the 13F portfolio, value $256,024.

   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 397 shares

   Change vs previous 13F -307 shares

   0.18% of the 13F portfolio, value $553,820.

   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 704 shares

   Change vs previous 13F -65 shares

   0.29% of the 13F portfolio, value $864,218.

   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 769 shares

   Change vs previous 13F +122 shares

   0.35% of the 13F portfolio, value $903,337.

   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 647 shares

   Change vs previous 13F +120 shares

   0.32% of the 13F portfolio, value $763,739.

   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 527 shares

   Change vs previous 13F +136 shares

   0.28% of the 13F portfolio, value $644,887.

   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 391 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $509,530.

   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).