Gen-Wealth Partners Inc

Position in BNY — Bank of New York Mellon Corp

CIK 2023375 ZEELAND, MI

Position in BNY

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

Position Value

$108,457

+$54,481 QoQ

Shares Held

750

+64.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,664

of 1,868 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. BNY ranks #5 (2.2% 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/	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 This page	750	$108,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$108,457	750	+64.8%	Shares	Sole	2026-08-10
2026-03-31	$53,976	455	+1.1%	Shares	Sole	2026-05-08
2025-12-31	$52,240	450	-7.4%	Shares	Sole	2026-02-13
2025-09-30	$52,954	486	-21.2%	Shares	Sole	2025-11-14
2025-06-30	$56,214	617	-12.0%	Shares	Sole	2025-08-14
2025-03-31	$58,792	701	-18.7%	Shares	Sole	2025-05-13
2024-12-31	$66,227	862	-17.0%	Shares	Sole	2025-02-14
2024-09-30	$74,662	1,039	-0.5%	Shares	Sole	2024-11-13
2024-06-30	$62,525	1,044	-8.8%	Shares	Sole	2024-08-13
2024-03-31	$65,974	1,145	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.