Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,951
+$1,745 QoQ
Shares Held
76
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,503
of 1,682 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,169,303 across 3 Healthcare Plans names. CI ranks #3 (1.0% of the industry book) .
All Filings in CI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,951 | 76 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,206 | 72 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $42,660 | 155 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,525 | 151 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,917 | 151 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||