Position in GPN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$116,821
-$106,884 QoQ
Shares Held
1,610
-51.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#605
of 786 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GPN 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. GPN ranks #2 (22.3% of the industry book) .
All Filings in GPN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,821 | 1,610 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $223,705 | 3,324 | Shares | Sole | 2026-05-08 | |
| 2024-06-30 | $181,215 | 1,874 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $171,619 | 1,284 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||