Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,373
+$482 QoQ
Shares Held
844
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 696 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $409,818 across 4 Utilities - Diversified names. AES ranks #3 (3.0% of the industry book) .
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,373 | 844 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $11,891 | 844 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,052 | 701 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,344 | 1,090 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,119 | 1,152 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,060 | 810 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,467 | 891 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,617 | 1,626 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $35,298 | 2,009 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $146,900 | 8,193 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||