Position in ATR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,738
-$56,794 QoQ
Shares Held
565
-44.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#420
of 550 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,703,366 across 6 Medical Instruments & Supplies names. ATR ranks #5 (4.2% of the industry book) .
All Filings in ATR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,738 | 565 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $127,532 | 1,012 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $182,818 | 1,499 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $242,058 | 1,811 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $284,076 | 1,816 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $267,529 | 1,803 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $283,094 | 1,802 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $287,060 | 1,792 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $242,334 | 1,721 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $206,482 | 1,435 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||