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Disclosery

Gen-Wealth Partners Inc: SPYM position timeline

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

Gen-Wealth Partners Inc held 359,939 SPYM 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 359,939 shares
    Change vs previous 13F +126,422 shares

    8.79% of the 13F portfolio, value $31,631,462.

    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 233,517 shares
    Change vs previous 13F +14,649 shares

    5.64% of the 13F portfolio, value $17,873,394.

    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 218,868 shares
    Change vs previous 13F +10,077 shares

    5.64% of the 13F portfolio, value $17,557,622.

    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 208,791 shares
    Change vs previous 13F +24,921 shares

    5.53% of the 13F portfolio, value $16,356,674.

    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 183,870 shares
    Change vs previous 13F -76,067 shares

    5.16% of the 13F portfolio, value $13,365,522.

    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 259,937 shares
    Change vs previous 13F +9,208 shares

    7.14% of the 13F portfolio, value $17,093,432.

    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 250,729 shares
    Change vs previous 13F -5,597 shares

    7.43% of the 13F portfolio, value $17,285,281.

    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 256,326 shares
    Change vs previous 13F not available

    7.64% of the 13F portfolio, value $17,484,015.

    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).