Position in CEG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$23,098
-$2,872 QoQ
Shares Held
93
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,692
of 1,840 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CEG Over Time
Shares Held
Position Value (USD)
Position in Utilities - Independent Power Producers
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $46,416 across 2 Utilities - Independent Power Producers names. CEG ranks #2 (49.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VST |
Vistra Corp.
|
147 | $23,318 | |
| 2 | CEG |
Constellation Energy Corp
This page
|
93 | $23,098 |
All Filings in CEG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,098 | 93 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $25,970 | 93 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,674 | 84 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $27,641 | 84 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,111 | 84 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,936 | 84 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,265 | 104 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $75,145 | 289 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $88,319 | 441 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $86,694 | 469 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||