Position in CARR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$150,367
+$34,932 QoQ
Shares Held
2,050
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,294
of 1,618 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $182,648 across 2 Building Products & Equipment names. CARR ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CARR |
CARRIER GLOBAL Corp
This page
|
2,050 | $150,367 | |
| 2 | FBIN |
Fortune Brands Innovations, Inc.
|
588 | $32,281 |
All Filings in CARR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,367 | 2,050 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $115,435 | 2,050 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $108,322 | 2,050 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,385 | 2,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $150,039 | 2,050 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $129,970 | 2,050 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $139,933 | 2,050 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $165,004 | 2,050 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $129,314 | 2,050 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $119,166 | 2,050 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||