Gen-Wealth Partners Inc

Position in O — Realty Income Corp

CIK 2023375 ZEELAND, MI

Position in O

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

Position Value

$355,836

-$25,560 QoQ

Shares Held

5,743

-7.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#939

of 1,449 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. O ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	1,714	$383,336
2	O	Realty Income Corp This page	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	2,250	$57,037

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,836	5,743	-7.9%	Shares	Sole	2026-08-10
2026-03-31	$381,396	6,234	-1.4%	Shares	Sole	2026-05-08
2025-12-31	$356,314	6,321	-26.9%	Shares	Sole	2026-02-13
2025-09-30	$525,651	8,647	-6.6%	Shares	Sole	2025-11-14
2025-06-30	$533,238	9,256	-2.4%	Shares	Sole	2025-08-14
2025-03-31	$550,166	9,484	-2.4%	Shares	Sole	2025-05-13
2024-12-31	$519,038	9,718	+6.9%	Shares	Sole	2025-02-14
2024-09-30	$576,678	9,093	-1.6%	Shares	Sole	2024-11-13
2024-06-30	$488,162	9,242	+12.6%	Shares	Sole	2024-08-13
2024-03-31	$444,215	8,211	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.