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Gen-Wealth Partners IncCoreConcentrated trader

CIK: 0002023375 | ZEELAND, MI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR761$356.1M2026-11-04SEC ↗
Q2 2026
13F-HR722$359.7M2026-08-10SEC ↗
Q1 2026
13F-HR728$317.3M2026-05-08SEC ↗
Q4 2025
13F-HR689$311.9M2026-02-13SEC ↗
Q3 2025
13F-HR681$296.0M2025-11-14SEC ↗
Q2 2025
13F-HR642$259.1M2025-08-14SEC ↗
Q1 2025
13F-HR622$239.5M2025-05-13SEC ↗
Q4 2024
13F-HR648$232.6M2025-02-14SEC ↗
Q3 2024
13F-HR670$229.0M2024-11-13SEC ↗
Q2 2024
13F-HR647$207.0M2024-08-13SEC ↗
Q1 2024
13F-HR631$201.7M2024-05-15SEC ↗