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Disclosery

Gen-Wealth Partners Inc: STIP position timeline

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

Gen-Wealth Partners Inc held 2,277 STIP 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 2,277 shares
    Change vs previous 13F +1,729 shares

    0.06% of the 13F portfolio, value $232,649.

    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 548 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $56,667.

    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 578 shares
    Change vs previous 13F -3,427 shares

    0.02% of the 13F portfolio, value $59,217.

    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 4,005 shares
    Change vs previous 13F +7 shares

    0.14% of the 13F portfolio, value $414,008.

    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 3,998 shares
    Change vs previous 13F +3,466 shares

    0.16% of the 13F portfolio, value $411,465.

    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 532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $55,052.

    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).