Position in CPRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$105,881
-$131,266 QoQ
Shares Held
3,756
-47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#837
of 1,055 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPRT Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $523,913 across 3 Specialty Business Services names. CPRT ranks #3 (20.2% of the industry book) .
All Filings in CPRT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $105,881 | 3,756 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $237,147 | 7,143 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $393,731 | 10,057 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $816,340 | 18,153 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $120,722 | 2,229 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $129,103 | 2,229 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||