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Disclosery

Gen-Wealth Partners Inc: TRV position timeline

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

Gen-Wealth Partners Inc held 6,061 TRV 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 6,061 shares
    Change vs previous 13F -21 shares

    0.56% of the 13F portfolio, value $2,000,894.

    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 6,082 shares
    Change vs previous 13F +136 shares

    0.56% of the 13F portfolio, value $1,773,863.

    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 5,946 shares
    Change vs previous 13F +164 shares

    0.55% of the 13F portfolio, value $1,724,663.

    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 5,782 shares
    Change vs previous 13F +489 shares

    0.55% of the 13F portfolio, value $1,614,548.

    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 5,293 shares
    Change vs previous 13F -192 shares

    0.55% of the 13F portfolio, value $1,416,191.

    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 5,485 shares
    Change vs previous 13F +437 shares

    0.61% of the 13F portfolio, value $1,450,650.

    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 5,048 shares
    Change vs previous 13F -230 shares

    0.52% of the 13F portfolio, value $1,216,080.

    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 5,278 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,320,035.

    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).