Position in CRS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$547,137
+$197,526 QoQ
Shares Held
887
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#559
of 873 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRS Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $547,137 across 1 Metal Fabrication name. CRS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
This page
|
887 | $547,137 |
All Filings in CRS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $547,137 | 887 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $349,611 | 887 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $276,114 | 877 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $212,146 | 864 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $238,792 | 864 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $156,539 | 864 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $146,629 | 864 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||