Position in ATO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$376,237
-$64,135 QoQ
Shares Held
2,184
-8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#668
of 1,035 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $479,075 across 5 Utilities - Regulated Gas names. ATO ranks #1 (78.5% of the industry book) .
All Filings in ATO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,237 | 2,184 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $440,372 | 2,384 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $392,757 | 2,343 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $557,840 | 3,267 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $537,381 | 3,487 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $588,640 | 3,808 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $579,223 | 4,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $603,111 | 4,348 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $517,576 | 4,437 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $477,263 | 4,015 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||