Gen-Wealth Partners Inc

Position in FDS — Factset Research Systems Inc

CIK 2023375 ZEELAND, MI

Position in FDS

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

Position Value

$265,512

-$3,555 QoQ

Shares Held

1,154

-6.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#500

of 762 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,636,989 across 6 Financial Data & Stock Exchanges names. FDS ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSCI	MSCI Inc.	1,708	$956,548
2	SPGI	S&P Global Inc.	697	$268,384
3	FDS	Factset Research Systems Inc This page	1,154	$265,512
4	ICE	Intercontinental Exchange, Inc.	1,081	$133,081
5	CME	Cme Group Inc.	57	$12,587
6	COIN	Coinbase Global, Inc.	6	$877

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,512	1,154	-6.9%	Shares	Sole	2026-08-10
2026-03-31	$269,067	1,240	+45.4%	Shares	Sole	2026-05-08
2025-12-31	$247,532	853	-75.3%	Shares	Sole	2026-02-13
2025-09-30	$990,109	3,456	+7.3%	Shares	Sole	2025-11-14
2025-06-30	$1,441,136	3,222	+6.3%	Shares	Sole	2025-08-14
2025-03-31	$1,378,468	3,032	+78.0%	Shares	Sole	2025-05-13
2024-12-31	$817,916	1,703	+24.5%	Shares	Sole	2025-02-14
2024-09-30	$629,074	1,368	+67.0%	Shares	Sole	2024-11-13
2024-06-30	$334,373	819	+35.8%	Shares	Sole	2024-08-13
2024-03-31	$273,997	603	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.