Position in ICE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$133,081
-$183,209 QoQ
Shares Held
1,081
-46.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,348
of 1,650 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ICE Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,636,989 across 6 Financial Data & Stock Exchanges names. ICE ranks #4 (8.1% of the industry book) .
All Filings in ICE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,081 | 1,081 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $316,290 | 2,011 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $600,709 | 3,709 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $911,139 | 5,408 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,082,656 | 5,901 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $955,132 | 5,537 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $745,199 | 5,001 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $603,685 | 3,758 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $385,208 | 2,814 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $315,401 | 2,295 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||