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Disclosery

Gen-Wealth Partners Inc: SPMO position timeline

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

Gen-Wealth Partners Inc held 25,176 SPMO 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 25,176 shares
    Change vs previous 13F -5,751 shares

    1.13% of the 13F portfolio, value $4,066,923.

    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 30,927 shares
    Change vs previous 13F +1,664 shares

    1.09% of the 13F portfolio, value $3,467,253.

    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 29,263 shares
    Change vs previous 13F +12,164 shares

    1.12% of the 13F portfolio, value $3,491,657.

    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 17,099 shares
    Change vs previous 13F +802 shares

    0.7% of the 13F portfolio, value $2,069,983.

    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 16,297 shares
    Change vs previous 13F +169 shares

    0.71% of the 13F portfolio, value $1,832,894.

    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 16,128 shares
    Change vs previous 13F +384 shares

    0.62% of the 13F portfolio, value $1,492,323.

    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 15,744 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,495,845.

    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).