Gen-Wealth Partners Inc: SYK position timeline

Gen-Wealth Partners Inc held 1,235 SYK 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 1,235 shares

   Change vs previous 13F -147 shares

   0.11% of the 13F portfolio, value $388,862.

   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 1,382 shares

   Change vs previous 13F -156 shares

   0.14% of the 13F portfolio, value $454,075.

   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 1,538 shares

   Change vs previous 13F -56 shares

   0.17% of the 13F portfolio, value $540,454.

   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 1,594 shares

   Change vs previous 13F -25 shares

   0.2% of the 13F portfolio, value $589,073.

   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 1,619 shares

   Change vs previous 13F +210 shares

   0.25% of the 13F portfolio, value $640,661.

   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 1,409 shares

   Change vs previous 13F -17 shares

   0.22% of the 13F portfolio, value $524,561.

   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 1,426 shares

   Change vs previous 13F -84 shares

   0.22% of the 13F portfolio, value $513,429.

   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 1,510 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $548,713.

   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).