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Disclosery

Gen-Wealth Partners Inc: VOT position timeline

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

Gen-Wealth Partners Inc held 565 VOT 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 565 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $173,060.

    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 565 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $145,403.

    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 794 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $221,637.

    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 794 shares
    Change vs previous 13F -80 shares

    0.08% of the 13F portfolio, value $233,269.

    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 874 shares
    Change vs previous 13F +31 shares

    0.1% of the 13F portfolio, value $248,557.

    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 843 shares
    Change vs previous 13F -8 shares

    0.09% of the 13F portfolio, value $206,232.

    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 851 shares
    Change vs previous 13F -24 shares

    0.09% of the 13F portfolio, value $215,941.

    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 875 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $217,298.

    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).