Position in CL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$399,266
-$57,566 QoQ
Shares Held
4,355
-18.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,273
of 2,002 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $5,065,323 across 9 Household & Personal Products names. CL ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
21,371 | $3,133,843 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
4,747 | $459,889 | |
| 3 | CL |
Colgate Palmolive Co
This page
|
4,355 | $399,266 | |
| 4 | KMB |
Kimberly Clark Corp
|
3,202 | $351,483 | |
| 5 | KVUE |
Kenvue Inc.
|
16,180 | $309,199 | |
| 6 | CLX |
Clorox Co /De/
|
2,911 | $277,825 | |
| 7 | UL |
Unilever PLC
|
2,200 | $132,264 | |
| 8 | EL |
Estee Lauder Companies Inc
|
15 | $1,184 |
All Filings in CL
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $399,266 | 4,355 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $456,832 | 5,360 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $491,109 | 6,215 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $666,299 | 8,335 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,461,399 | 16,077 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,397,067 | 14,910 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,237,466 | 13,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,142,429 | 11,005 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $948,954 | 9,779 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $823,867 | 9,149 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||