Advertisement
Screener

Gen-Wealth Partners Inc Last Quarter Change: Foreign Preferred Shares, Unchanged

Gen-Wealth Partners Inc quarter change: Foreign Preferred Shares, Unchanged

In preferred shares (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Gen-Wealth Partners Inc opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 2023375): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

No position of this class changed this way between the two filings.

Similar Firms

Firm NameCountry13F ValueHoldings
Omnia Family Wealth, LLCUnited States$0.317B90
Crestmont Private Wealth LLCUnited States$0.317B105
TigerOak Management, L.L.C.United States$0.317B126
CISCO SYSTEMS, INC.United States$0.317B3
Snow Phipps Group, LLCUnited States$0.318B2
GENESIS PRIVATE WEALTH, LLCUnited States$0.318B182
Keewaydin Investments LLCUnited States$0.317B16
WRIGHT INVESTORS SERVICE INCUnited States$0.318B238
C Partners Holding GmbHSwitzerland$0.317B8
Ascension Capital Advisors, Inc.United States$0.318B82