Gen-Wealth Partners Inc
Position in BAI — iShares A.I. Innovation and Tech Active ETF
CIK 2023375
ZEELAND, MI
Position in BAI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,606,344
+$597,924 QoQ
Shares Held
139,798
+16.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAI Over Time
Shares Held
Position Value (USD)
All Filings in BAI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,606,344 | 139,798 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,008,420 | 120,373 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,651,123 | 106,883 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,099,531 | 38,112 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||