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Disclosery

Gen-Wealth Partners Inc: UTF position timeline

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

Gen-Wealth Partners Inc held 4,875 UTF 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 4,875 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $134,501.

    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 4,875 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $126,165.

    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 5,775 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $139,235.

    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 5,775 shares
    Change vs previous 13F -500 shares

    0.05% of the 13F portfolio, value $143,220.

    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 6,275 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $169,111.

    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 6,475 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $165,436.

    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 6,475 shares
    Change vs previous 13F -200 shares

    0.07% of the 13F portfolio, value $155,659.

    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 6,675 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $169,011.

    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).