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Disclosery

Gen-Wealth Partners Inc: MTN position timeline

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

Gen-Wealth Partners Inc held 1,459 MTN 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 1,459 shares
    Change vs previous 13F -136 shares

    0.06% of the 13F portfolio, value $198,605.

    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 1,595 shares
    Change vs previous 13F +236 shares

    0.06% of the 13F portfolio, value $204,686.

    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 1,359 shares
    Change vs previous 13F +385 shares

    0.06% of the 13F portfolio, value $180,417.

    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 974 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $145,714.

    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).