Position in CCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,340
+$4,859 QoQ
Shares Held
295
+37.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#738
of 925 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CCI Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $149,869 across 6 REIT - Specialty names. CCI ranks #3 (14.9% of the industry book) .
All Filings in CCI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,340 | 295 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $17,481 | 215 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $23,372 | 263 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $22,096 | 229 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,531 | 268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,373 | 301 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,858 | 340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,248 | 373 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $36,539 | 374 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $51,750 | 489 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||