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Disclosery

Gen-Wealth Partners Inc: V position timeline

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

Gen-Wealth Partners Inc held 8,409 V 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 8,409 shares
    Change vs previous 13F +521 shares

    0.8% of the 13F portfolio, value $2,885,158.

    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 7,888 shares
    Change vs previous 13F +810 shares

    0.75% of the 13F portfolio, value $2,383,951.

    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 7,078 shares
    Change vs previous 13F +1,133 shares

    0.8% of the 13F portfolio, value $2,482,348.

    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 5,945 shares
    Change vs previous 13F +1,063 shares

    0.69% of the 13F portfolio, value $2,029,631.

    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 4,882 shares
    Change vs previous 13F -490 shares

    0.67% of the 13F portfolio, value $1,733,395.

    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 5,372 shares
    Change vs previous 13F +237 shares

    0.79% of the 13F portfolio, value $1,882,707.

    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 5,135 shares
    Change vs previous 13F -5 shares

    0.7% of the 13F portfolio, value $1,622,893.

    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 5,140 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,491,444.

    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).