Position in MDU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,099
+$48 QoQ
Shares Held
99
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#398
of 437 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $479,075 across 5 Utilities - Regulated Gas names. MDU ranks #4 (0.4% of the industry book) .
All Filings in MDU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,099 | 99 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,051 | 99 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,503 | 77 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,371 | 77 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,283 | 77 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,302 | 77 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,369 | 187 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,265 | 411 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,486 | 617 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $15,548 | 617 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||