Position in DOCS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,005
-$7,259 QoQ
Shares Held
1,061
-15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#258
of 355 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $24,486 across 3 Health Information Services names. DOCS ranks #1 (89.9% of the industry book) .
All Filings in DOCS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,005 | 1,061 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $29,264 | 1,256 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $92,678 | 2,093 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $153,249 | 2,095 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $126,973 | 2,070 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $120,122 | 2,070 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $110,517 | 2,070 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $90,189 | 2,070 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||