Position in LNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,828
-$12 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#553
of 614 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $800,205 across 7 Insurance - Life names. LNC ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
3,294 | $386,221 | |
| 2 | GL |
Globe Life Inc.
|
905 | $161,705 | |
| 3 | MET |
Metlife Inc
|
1,512 | $127,930 | |
| 4 | PRU |
Prudential Financial Inc
|
974 | $105,123 | |
| 5 | MFC |
Manulife Financial Corp
|
372 | $15,069 | |
| 6 | LNC |
Lincoln National Corp
This page
|
80 | $2,828 | |
| 7 | BHF |
Brighthouse Financial, Inc.
|
21 | $1,329 |
All Filings in LNC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,828 | 80 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,840 | 80 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,562 | 80 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,226 | 80 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,768 | 80 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,872 | 80 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,536 | 80 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,520 | 80 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||