Gen-Wealth Partners Inc

Position in KIM — Kimco Realty Corp

CIK 2023375 ZEELAND, MI

Position in KIM

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

Position Value

$57,037

+$6,480 QoQ

Shares Held

2,250

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#546

of 685 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,472,985 across 5 REIT - Retail names. KIM ranks #5 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	1,714	$383,336
2	O	Realty Income Corp	5,743	$355,836
3	FRT	Federal Realty Investment Trust	2,878	$355,260
4	ADC	Agree Realty Corp	4,245	$321,516
5	KIM	Kimco Realty Corp This page	2,250	$57,037

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,037	2,250	0.0%	Shares	Sole	2026-08-10
2026-03-31	$50,557	2,250	+11.1%	Shares	Sole	2026-05-08
2025-12-31	$41,067	2,026	-18.8%	Shares	Sole	2026-02-13
2025-09-30	$54,493	2,494	+9.6%	Shares	Sole	2025-11-14
2025-06-30	$47,820	2,275	0.0%	Shares	Sole	2025-08-14
2025-03-31	$48,321	2,275	0.0%	Shares	Sole	2025-05-13
2024-12-31	$53,303	2,275	0.0%	Shares	Sole	2025-02-14
2024-09-30	$52,825	2,275	0.0%	Shares	Sole	2024-11-13
2024-06-30	$44,271	2,275	+29.6%	Shares	Sole	2024-08-13
2024-03-31	$34,415	1,755	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.