Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$397,302
-$22,495 QoQ
Shares Held
1,166
-9.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,484
of 2,131 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,829,905 across 3 Insurance - Property & Casualty names. CB ranks #3 (14.0% of the industry book) .
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,302 | 1,166 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $419,797 | 1,288 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $404,819 | 1,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $508,050 | 1,800 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $550,178 | 1,899 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $603,376 | 1,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $568,901 | 2,059 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $607,637 | 2,107 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $549,442 | 2,154 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $509,190 | 1,965 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||