Gen-Wealth Partners Inc

Position in ESS — Essex Property Trust, Inc.

CIK 2023375 ZEELAND, MI

Position in ESS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$353,990

+$36,244 QoQ

Shares Held

1,214

-7.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#406

of 624 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $498,199 across 4 REIT - Residential names. ESS ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc. This page	1,214	$353,990
2	ELS	Equity Lifestyle Properties Inc	2,013	$129,737
3	IRT	Independence Realty Trust, Inc.	472	$7,877
4	SUI	Sun Communities Inc	55	$6,595

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,990	1,214	-7.5%	Shares	Sole	2026-08-10
2026-03-31	$317,746	1,313	+3.7%	Shares	Sole	2026-05-08
2025-12-31	$331,286	1,266	-28.1%	Shares	Sole	2026-02-13
2025-09-30	$471,616	1,762	-4.3%	Shares	Sole	2025-11-14
2025-06-30	$522,022	1,842	-0.6%	Shares	Sole	2025-08-14
2025-03-31	$568,074	1,853	-5.1%	Shares	Sole	2025-05-13
2024-12-31	$557,178	1,952	+2.4%	Shares	Sole	2025-02-14
2024-09-30	$563,365	1,907	-10.2%	Shares	Sole	2024-11-13
2024-06-30	$578,152	2,124	+9.8%	Shares	Sole	2024-08-13
2024-03-31	$473,707	1,935	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.