Skip to content
Disclosery

Gen-Wealth Partners Inc: OEF position timeline

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

Gen-Wealth Partners Inc held 13 OEF 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 13 shares
    Change vs previous 13F -67 shares

    <0.01% of the 13F portfolio, value $4,756.

    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 80 shares
    Change vs previous 13F -3,969 shares

    0.01% of the 13F portfolio, value $25,446.

    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 4,049 shares
    Change vs previous 13F +593 shares

    0.45% of the 13F portfolio, value $1,388,566.

    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 3,456 shares
    Change vs previous 13F +274 shares

    0.39% of the 13F portfolio, value $1,150,381.

    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 3,182 shares
    Change vs previous 13F +167 shares

    0.37% of the 13F portfolio, value $968,370.

    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 3,015 shares
    Change vs previous 13F +827 shares

    0.34% of the 13F portfolio, value $816,515.

    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 2,188 shares
    Change vs previous 13F +22 shares

    0.27% of the 13F portfolio, value $632,086.

    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 2,166 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $609,447.

    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).