Number of Shares
993
Previous 2,086 52.4%
Holding current value
$13.1 Million
Previous $22.1 Million 40.54%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
N/A
-1,093 Reduced 52.4%
993 $13.1 Million
Q2 2024

Aug 13, 2024

SELL
N/A
-1,064 Reduced 33.78%
2,086 $22.1 Million
Q1 2024

May 15, 2024

BUY
N/A
3,150 New
3,150 $50.8 Million
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.