Gen-Wealth Partners Inc

Position in BAC — Bank Of America Corp /De/

CIK 2023375 ZEELAND, MI

Position in BAC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$997,150

+$327,715 QoQ

Shares Held

17,500

+27.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#1,938

of 3,595 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $4,870,010 across 5 Banks - Diversified names. BAC ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,777	$3,200,305
2	BAC	Bank Of America Corp /De/ This page	17,500	$997,150
3	C	Citigroup Inc	2,585	$361,796
4	WFC	Wells Fargo & Company/Mn	2,448	$202,302
5	BNY	Bank of New York Mellon Corp	750	$108,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$997,150	17,500	+27.4%	Shares	Sole	2026-08-10
2026-03-31	$669,435	13,732	+32.7%	Shares	Sole	2026-05-08
2025-12-31	$569,250	10,350	+179.9%	Shares	Sole	2026-02-13
2025-09-30	$190,779	3,698	+59.2%	Shares	Sole	2025-11-14
2025-06-30	$109,924	2,323	-1.3%	Shares	Sole	2025-08-14
2025-03-31	$98,232	2,354	-11.6%	Shares	Sole	2025-05-13
2024-12-31	$117,038	2,663	-26.9%	Shares	Sole	2025-02-14
2024-09-30	$144,633	3,645	+9.8%	Shares	Sole	2024-11-13
2024-06-30	$132,036	3,320	-50.4%	Shares	Sole	2024-08-13
2024-03-31	$253,950	6,697	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.