Position in HLF
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,497
-$418 QoQ
Shares Held
266
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 234 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLF Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,917,033 across 7 Packaged Foods names. HLF ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SJM |
J M SMUCKER Co
|
10,742 | $1,208,475 | |
| 2 | HRL |
Hormel Foods Corp /De/
|
12,144 | $301,414 | |
| 3 | MKC |
Mccormick & Co Inc
|
4,814 | $242,721 | |
| 4 | CPB |
CAMPBELL'S Co
|
7,038 | $156,736 | |
| 5 | HLF |
Herbalife Ltd.
This page
|
266 | $3,497 | |
| 6 | MICC |
Magnum Ice Cream Co N.V.
|
200 | $3,482 | |
| 7 | KHC |
Kraft Heinz Co
|
30 | $708 |
All Filings in HLF
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,497 | 266 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,915 | 266 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,428 | 266 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,245 | 266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,292 | 266 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,295 | 266 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,779 | 266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,912 | 266 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,763 | 266 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,673 | 266 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||