Position in BF-B
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$303,330
-$28,095 QoQ
Shares Held
11,382
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#283
of 444 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BF-B Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $303,330 across 1 Beverages - Wineries & Distilleries name. BF-B ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BF-B |
Brown Forman Corp
This page
|
11,382 | $303,330 |
All Filings in BF-B
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BF-B | $303,330 | 11,382 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 BF-B | $331,425 | 12,535 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 BF-B | $303,182 | 11,634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 BF-B | $470,542 | 17,376 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 BF-B | $377,466 | 14,027 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BF-B | $515,344 | 15,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BF-B | $487,929 | 12,847 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 BF-B | $547,399 | 11,126 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 BF-B | $438,680 | 10,157 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BF-B | $558,321 | 10,816 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||