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Disclosery

Gen-Wealth Partners Inc: ROL position timeline

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

Gen-Wealth Partners Inc held 18,584 ROL 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 18,584 shares
    Change vs previous 13F +2,150 shares

    0.22% of the 13F portfolio, value $775,691.

    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 16,434 shares
    Change vs previous 13F -1,439 shares

    0.28% of the 13F portfolio, value $877,716.

    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 17,873 shares
    Change vs previous 13F -269 shares

    0.34% of the 13F portfolio, value $1,072,765.

    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 18,142 shares
    Change vs previous 13F +266 shares

    0.36% of the 13F portfolio, value $1,065,674.

    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 17,876 shares
    Change vs previous 13F +518 shares

    0.39% of the 13F portfolio, value $1,008,577.

    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 17,358 shares
    Change vs previous 13F +2,028 shares

    0.39% of the 13F portfolio, value $937,865.

    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 15,330 shares
    Change vs previous 13F +3,881 shares

    0.31% of the 13F portfolio, value $710,556.

    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 11,449 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $535,934.

    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).