Position in AGNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$25,669
+$2,049 QoQ
Shares Held
2,355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#595
of 705 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AGNC Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $223,143 across 6 REIT - Mortgage names. AGNC ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LOAN |
Manhattan Bridge Capital, Inc
|
30,207 | $136,535 | |
| 2 | NLY |
Annaly Capital Management Inc
|
1,290 | $28,844 | |
| 3 | AGNC |
AGNC Investment Corp.
This page
|
2,355 | $25,669 | |
| 4 | FBRT |
Franklin BSP Realty Trust, Inc.
|
2,592 | $21,098 | |
| 5 | BRSP |
BrightSpire Capital, Inc.
|
1,313 | $7,155 | |
| 6 | ABR |
Arbor Realty Trust Inc
|
709 | $3,842 |
All Filings in AGNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,669 | 2,355 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $23,620 | 2,355 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,245 | 2,355 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,055 | 2,355 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,642 | 2,355 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,700 | 595 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,479 | 595 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,223 | 595 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,676 | 595 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,890 | 595 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||