Position in CHRW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$437,890
+$20,058 QoQ
Shares Held
2,325
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#542
of 882 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHRW Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $977,249 across 6 Integrated Freight & Logistics names. CHRW ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
This page
|
2,325 | $437,890 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
2,280 | $371,594 | |
| 3 | FDX |
Fedex Corp
|
467 | $146,231 | |
| 4 | GXO |
GXO Logistics, Inc.
|
200 | $10,140 | |
| 5 | UPS |
United Parcel Service Inc
|
94 | $10,105 | |
| 6 | SERV |
Serve Robotics Inc. /DE/
|
196 | $1,289 |
All Filings in CHRW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,890 | 2,325 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $417,832 | 2,516 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $481,958 | 2,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $589,047 | 4,449 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $517,170 | 5,390 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $539,955 | 5,273 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $551,728 | 5,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $664,758 | 6,023 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $584,588 | 6,634 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $457,372 | 6,007 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||