Gen-Wealth Partners Inc
Position in BR — Broadridge Financial Solutions, Inc.
CIK 2023375
ZEELAND, MI
Position in BR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$667,220
+$159,470 QoQ
Shares Held
4,872
+55.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#515
of 1,003 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,016,155 across 7 Information Technology Services names. BR ranks #3 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
9,073 | $2,551,418 | |
| 2 | CACI |
Caci International Inc /De/
|
1,543 | $714,810 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
4,872 | $667,220 | |
| 4 | GIB |
Cgi Inc
|
919 | $59,339 | |
| 5 | ACN |
Accenture plc
|
136 | $16,923 | |
| 6 | APLD |
Applied Digital Corp.
|
110 | $4,103 | |
| 7 | INOD |
Innodata Inc
|
31 | $2,342 |
All Filings in BR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $667,220 | 4,872 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $507,750 | 3,125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $455,936 | 2,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $110,034 | 462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,378 | 125 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,217 | 137 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,174 | 160 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||