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Gen-Wealth Partners Inc: XTEN position timeline

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

Gen-Wealth Partners Inc held 34,288 XTEN 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 34,288 shares
    Change vs previous 13F -6,635 shares

    0.43% of the 13F portfolio, value $1,562,867.

    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 40,923 shares
    Change vs previous 13F +443 shares

    0.59% of the 13F portfolio, value $1,876,735.

    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 40,480 shares
    Change vs previous 13F +4,994 shares

    0.6% of the 13F portfolio, value $1,870,990.

    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 35,486 shares
    Change vs previous 13F +2,634 shares

    0.56% of the 13F portfolio, value $1,654,708.

    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 32,852 shares
    Change vs previous 13F +15,870 shares

    0.59% of the 13F portfolio, value $1,516,449.

    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 16,982 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $790,849.

    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).