Position in ALL
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$190,960
+$4,666 QoQ
Shares Held
921
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,829,905 across 3 Insurance - Property & Casualty names.
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $190,960 | 921 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $186,294 | 895 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $188,677 | 879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $176,951 | 879 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $182,014 | 879 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $169,462 | 879 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $166,702 | 879 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $120,543 | 755 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||