Gen-Wealth Partners Inc

Position in IBM — International Business Machines Corp

CIK 2023375 ZEELAND, MI

Position in IBM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,551,418

+$352,214 QoQ

Shares Held

9,073

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#1,231

of 3,616 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $4,016,155 across 7 Information Technology Services names. IBM ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	9,073	$2,551,418
2	CACI	Caci International Inc /De/	1,543	$714,810
3	BR	Broadridge Financial Solutions, Inc.	4,872	$667,220
4	GIB	Cgi Inc	919	$59,339
5	ACN	Accenture plc	136	$16,923
6	APLD	Applied Digital Corp.	110	$4,103
7	INOD	Innodata Inc	31	$2,342

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,551,418	9,073	0.0%	Shares	Sole	2026-08-10
2026-03-31	$2,199,204	9,073	+4.3%	Shares	Sole	2026-05-08
2025-12-31	$2,577,027	8,700	-9.1%	Shares	Sole	2026-02-13
2025-09-30	$2,701,399	9,574	+5.3%	Shares	Sole	2025-11-14
2025-06-30	$2,679,844	9,091	-8.7%	Shares	Sole	2025-08-14
2025-03-31	$2,474,912	9,953	-3.6%	Shares	Sole	2025-05-13
2024-12-31	$2,269,964	10,326	-2.0%	Shares	Sole	2025-02-14
2024-09-30	$2,330,404	10,541	-1.7%	Shares	Sole	2024-11-13
2024-06-30	$1,855,407	10,728	+5.0%	Shares	Sole	2024-08-13
2024-03-31	$1,950,274	10,213	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.