Position in GWW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$537,358
+$5,043 QoQ
Shares Held
395
-19.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#806
of 1,357 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GWW Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,073,543 across 3 Industrial Distribution names. GWW ranks #1 (50.1% of the industry book) .
All Filings in GWW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $537,358 | 395 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,315 | 488 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $558,004 | 553 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $676,601 | 710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $778,099 | 748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $743,835 | 753 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $791,591 | 751 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $805,077 | 775 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $696,529 | 772 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $725,334 | 713 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||