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Disclosery

Gen-Wealth Partners Inc: SCHZ position timeline

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

Gen-Wealth Partners Inc held 112,915 SCHZ 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 112,915 shares
    Change vs previous 13F +7,630 shares

    0.73% of the 13F portfolio, value $2,611,730.

    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 105,285 shares
    Change vs previous 13F +4,662 shares

    0.77% of the 13F portfolio, value $2,444,708.

    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 100,623 shares
    Change vs previous 13F +21,576 shares

    0.75% of the 13F portfolio, value $2,351,564.

    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 79,047 shares
    Change vs previous 13F +4,325 shares

    0.63% of the 13F portfolio, value $1,855,228.

    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 74,722 shares
    Change vs previous 13F -14,692 shares

    0.67% of the 13F portfolio, value $1,736,533.

    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 89,414 shares
    Change vs previous 13F +7,485 shares

    0.86% of the 13F portfolio, value $2,070,839.

    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 81,929 shares
    Change vs previous 13F +3,886 shares

    0.8% of the 13F portfolio, value $1,859,777.

    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 78,043 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,802,013.

    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).