Position in C
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$361,796
+$56,157 QoQ
Shares Held
2,585
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,894
of 2,621 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in C Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,870,010 across 5 Banks - Diversified names. C ranks #3 (7.4% of the industry book) .
All Filings in C
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,796 | 2,585 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $305,639 | 2,695 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $346,102 | 2,966 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $321,856 | 3,171 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $70,394 | 827 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $34,998 | 493 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $40,615 | 577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,821 | 716 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $41,249 | 650 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $45,849 | 725 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||