Skip to content
Disclosery

Gen-Wealth Partners Inc: TLT position timeline

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

Gen-Wealth Partners Inc held 2,040 TLT 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 2,040 shares
    Change vs previous 13F +156 shares

    0.05% of the 13F portfolio, value $176,303.

    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 1,884 shares
    Change vs previous 13F +110 shares

    0.05% of the 13F portfolio, value $163,365.

    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 1,774 shares
    Change vs previous 13F +157 shares

    0.05% of the 13F portfolio, value $154,648.

    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 1,617 shares
    Change vs previous 13F +124 shares

    0.05% of the 13F portfolio, value $144,531.

    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 1,493 shares
    Change vs previous 13F +121 shares

    0.05% of the 13F portfolio, value $131,795.

    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 1,372 shares
    Change vs previous 13F -4,441 shares

    0.05% of the 13F portfolio, value $124,867.

    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 5,813 shares
    Change vs previous 13F +137 shares

    0.22% of the 13F portfolio, value $507,646.

    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 5,676 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $523,908.

    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).