Gen-Wealth Partners Inc: SWK position timeline

Gen-Wealth Partners Inc held 3,819 SWK 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 3,819 shares

   Change vs previous 13F -391 shares

   0.1% of the 13F portfolio, value $359,438.

   13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,210 shares

   Change vs previous 13F +50 shares

   0.09% of the 13F portfolio, value $299,130.

   13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,160 shares

   Change vs previous 13F -2,176 shares

   0.1% of the 13F portfolio, value $308,977.

   13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,336 shares

   Change vs previous 13F -973 shares

   0.16% of the 13F portfolio, value $470,946.

   13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 7,309 shares

   Change vs previous 13F +1,389 shares

   0.19% of the 13F portfolio, value $495,172.

   13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 5,920 shares

   Change vs previous 13F -123 shares

   0.19% of the 13F portfolio, value $455,162.

   13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 6,043 shares

   Change vs previous 13F +733 shares

   0.21% of the 13F portfolio, value $485,161.

   13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 5,310 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $498,465.

   13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).