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Disclosery

Gen-Wealth Partners Inc: SE position timeline

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

Gen-Wealth Partners Inc held 7,528 SE 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 7,528 shares
    Change vs previous 13F +2,603 shares

    0.2% of the 13F portfolio, value $721,428.

    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 4,925 shares
    Change vs previous 13F +2,096 shares

    0.13% of the 13F portfolio, value $407,817.

    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 2,829 shares
    Change vs previous 13F +2,169 shares

    0.12% of the 13F portfolio, value $360,887.

    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 660 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $117,962.

    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).