Position in ADP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$505,679
-$100,406 QoQ
Shares Held
2,258
-24.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,481
of 2,277 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,441,525 across 14 Software - Application names. ADP ranks #5 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
7,314 | $1,145,811 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,298 | $743,103 | |
| 3 | ADBE |
Adobe Inc.
|
3,515 | $720,645 | |
| 4 | SHOP |
Shopify Inc.
|
6,114 | $698,096 | |
| 5 | ADP |
Automatic Data Processing Inc
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|
2,258 | $505,679 | |
| 6 | ROP |
Roper Technologies Inc
|
781 | $264,282 | |
| 7 | DSGX |
Descartes Systems Group Inc
|
1,836 | $127,124 | |
| 8 | PLUS |
Eplus Inc
|
1,484 | $123,513 |
All Filings in ADP
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,679 | 2,258 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $606,085 | 2,983 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $928,085 | 3,608 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,445,781 | 4,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,620,642 | 5,255 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,546,287 | 5,061 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,477,701 | 5,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,236,152 | 4,467 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $906,783 | 3,799 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $768,949 | 3,079 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||