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Disclosery

Gen-Wealth Partners Inc: PLTR position timeline

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

Gen-Wealth Partners Inc held 10,648 PLTR 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 10,648 shares
    Change vs previous 13F +1,743 shares

    0.35% of the 13F portfolio, value $1,242,317.

    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 8,905 shares
    Change vs previous 13F +4,263 shares

    0.41% of the 13F portfolio, value $1,302,622.

    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 4,642 shares
    Change vs previous 13F +1,787 shares

    0.26% of the 13F portfolio, value $825,198.

    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 2,855 shares
    Change vs previous 13F -2,301 shares

    0.18% of the 13F portfolio, value $520,809.

    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 5,156 shares
    Change vs previous 13F -10 shares

    0.27% of the 13F portfolio, value $702,866.

    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 5,166 shares
    Change vs previous 13F +2,042 shares

    0.18% of the 13F portfolio, value $436,010.

    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 3,124 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $236,268.

    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 3,109 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $135,832.

    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).