Position in CFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$95,925
+$10,708 QoQ
Shares Held
1,369
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#876
of 1,091 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $629,337 across 7 Banks - Regional names. CFG ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
3,201 | $180,440 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
635 | $156,349 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
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|
1,369 | $95,925 | |
| 4 | USB |
US Bancorp \De\
|
1,256 | $75,862 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
2,900 | $51,417 | |
| 6 | TFC |
Truist Financial Corp
|
908 | $45,236 | |
| 7 | WTFC |
Wintrust Financial Corp
|
150 | $24,108 |
All Filings in CFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,925 | 1,369 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $85,217 | 1,421 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $82,708 | 1,416 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $76,656 | 1,442 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $71,018 | 1,587 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,002 | 1,611 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $74,829 | 1,710 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $74,788 | 1,821 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $68,637 | 1,905 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $42,277 | 1,165 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||