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Gen-Wealth Partners Inc: QUAL position timeline

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

Gen-Wealth Partners Inc held 7,689 QUAL 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 7,689 shares
    Change vs previous 13F -18,338 shares

    0.47% of the 13F portfolio, value $1,687,228.

    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 26,027 shares
    Change vs previous 13F +1,541 shares

    1.57% of the 13F portfolio, value $4,992,174.

    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 24,486 shares
    Change vs previous 13F -16,366 shares

    1.56% of the 13F portfolio, value $4,863,471.

    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 40,852 shares
    Change vs previous 13F +247 shares

    2.68% of the 13F portfolio, value $7,945,707.

    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 40,605 shares
    Change vs previous 13F +2,685 shares

    2.87% of the 13F portfolio, value $7,423,356.

    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 37,920 shares
    Change vs previous 13F +2,464 shares

    2.71% of the 13F portfolio, value $6,480,157.

    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 35,456 shares
    Change vs previous 13F +1,314 shares

    2.71% of the 13F portfolio, value $6,314,085.

    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 34,142 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,132,586.

    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).