Position in HPE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$185,537
+$87,607 QoQ
Shares Held
4,113
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,125
of 1,428 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HPE Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Gen-Wealth Partners Inc holds $3,216,047 across 6 Communication Equipment names. HPE ranks #2 (5.8% of the industry book) .
All Filings in HPE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,537 | 4,113 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $97,930 | 4,113 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $89,882 | 3,742 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $91,903 | 3,742 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $76,523 | 3,742 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $57,739 | 3,742 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $79,891 | 3,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $76,561 | 3,742 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $79,218 | 3,742 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $33,633 | 1,897 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||