Gen-Wealth Partners Inc

Position in MA — Mastercard Inc

CIK 2023375 ZEELAND, MI

Position in MA

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

Position Value

$185,409

-$1,963 QoQ

Shares Held

361

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,299

of 3,560 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $5,920,426 across 6 Credit Services names. MA ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,409	$2,885,043
2	AXP	American Express Co	7,887	$2,667,777
3	MA	Mastercard Inc This page	361	$185,409
4	CACC	Credit Acceptance Corp	239	$152,180
5	COF	Capital One Financial Corp	96	$19,259
6	SOFI	SoFi Technologies, Inc.	600	$10,758

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,409	361	-3.7%	Shares	Sole	2026-08-10
2026-03-31	$187,372	375	+7.1%	Shares	Sole	2026-05-08
2025-12-31	$199,808	350	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$202,496	356	+206.9%	Shares	Sole	2025-11-14
2025-06-30	$65,185	116	0.0%	Shares	Sole	2025-08-14
2025-03-31	$63,581	116	-4.1%	Shares	Sole	2025-05-13
2024-12-31	$63,714	121	-41.0%	Shares	Sole	2025-02-14
2024-09-30	$101,229	205	0.0%	Shares	Sole	2024-11-13
2024-06-30	$90,437	205	+2.5%	Shares	Sole	2024-08-13
2024-03-31	$96,314	200	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.