Position in HD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,535,416
+$354,218 QoQ
Shares Held
7,189
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,592
of 4,083 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HD Over Time
Shares Held
Position Value (USD)
Position in Home Improvement Retail
Consumer Cyclical · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,919,730 across 2 Home Improvement Retail names. HD ranks #1 (86.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HD |
Home Depot, Inc.
This page
|
7,189 | $2,535,416 | |
| 2 | LOW |
Lowes Companies Inc
|
1,743 | $384,314 |
All Filings in HD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,535,416 | 7,189 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,181,198 | 6,632 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,119,656 | 6,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,988,267 | 4,907 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,654,279 | 4,512 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,573,708 | 4,294 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,580,855 | 4,064 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,707,107 | 4,213 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,490,559 | 4,330 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,563,937 | 4,077 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||