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Disclosery

Gen-Wealth Partners Inc: PG position timeline

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

Gen-Wealth Partners Inc held 21,371 PG 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 21,371 shares
    Change vs previous 13F +85 shares

    0.87% of the 13F portfolio, value $3,133,820.

    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 21,286 shares
    Change vs previous 13F +339 shares

    0.97% of the 13F portfolio, value $3,074,568.

    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 20,947 shares
    Change vs previous 13F +432 shares

    0.96% of the 13F portfolio, value $3,001,857.

    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 20,515 shares
    Change vs previous 13F +2,708 shares

    1.06% of the 13F portfolio, value $3,152,065.

    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 17,807 shares
    Change vs previous 13F +951 shares

    1.1% of the 13F portfolio, value $2,837,027.

    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 16,856 shares
    Change vs previous 13F +895 shares

    1.2% of the 13F portfolio, value $2,872,557.

    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 15,961 shares
    Change vs previous 13F +1,226 shares

    1.15% of the 13F portfolio, value $2,675,906.

    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 14,735 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,448,403.

    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).