Number of Shares
10
Previous 1,324 99.24%
Holding current value
$1.11 Million
Previous $191 Million 99.42%
% of portfolio
0.0%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
N/A
-1,314 Reduced 99.24%
10 $1.11 Million
Q4 2024

Feb 14, 2025

BUY
N/A
10 Added 0.76%
1,324 $191 Million
Q3 2024

Nov 13, 2024

SELL
N/A
-1,316 Reduced 50.04%
1,314 $191 Million
Q1 2024

May 15, 2024

BUY
N/A
2,630 New
2,630 $177 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.