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Disclosery

Gen-Wealth Partners Inc: MUB position timeline

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

Gen-Wealth Partners Inc held 29,481 MUB 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 29,481 shares
    Change vs previous 13F +2,722 shares

    0.88% of the 13F portfolio, value $3,172,769.

    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 26,759 shares
    Change vs previous 13F +1,828 shares

    0.9% of the 13F portfolio, value $2,840,437.

    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 24,931 shares
    Change vs previous 13F +6,944 shares

    0.86% of the 13F portfolio, value $2,670,329.

    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 17,987 shares
    Change vs previous 13F -4,013 shares

    0.65% of the 13F portfolio, value $1,915,409.

    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 22,000 shares
    Change vs previous 13F +2,934 shares

    0.89% of the 13F portfolio, value $2,298,520.

    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 19,066 shares
    Change vs previous 13F +4,791 shares

    0.84% of the 13F portfolio, value $2,010,321.

    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 14,275 shares
    Change vs previous 13F +1,034 shares

    0.65% of the 13F portfolio, value $1,521,054.

    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 13,241 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,417,028.

    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).