Position in AFL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$386,221
-$11,916 QoQ
Shares Held
3,294
-9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,066
of 1,687 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AFL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $800,205 across 7 Insurance - Life names. AFL ranks #1 (48.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
This page
|
3,294 | $386,221 | |
| 2 | GL |
Globe Life Inc.
|
905 | $161,705 | |
| 3 | MET |
Metlife Inc
|
1,512 | $127,930 | |
| 4 | PRU |
Prudential Financial Inc
|
974 | $105,123 | |
| 5 | MFC |
Manulife Financial Corp
|
372 | $15,069 | |
| 6 | LNC |
Lincoln National Corp
|
80 | $2,828 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
21 | $1,329 |
All Filings in AFL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,221 | 3,294 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $398,137 | 3,629 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $389,363 | 3,531 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $551,909 | 4,941 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $551,344 | 5,228 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $588,973 | 5,297 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $588,056 | 5,685 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $631,558 | 5,649 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $524,160 | 5,869 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $458,406 | 5,339 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||