Position in PAA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,126
-$27,562 QoQ
Shares Held
410
-75.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#395
of 419 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PAA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,050,869 across 11 Oil & Gas Midstream names. PAA ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNG |
Cheniere Energy, Inc.
|
3,545 | $847,290 | |
| 2 | MPLX |
Mplx LP
|
14,645 | $824,952 | |
| 3 | TRP |
Tc Energy Corp
|
1,268 | $84,055 | |
| 4 | DTM |
DT Midstream, Inc.
|
417 | $61,190 | |
| 5 | KMI |
Kinder Morgan, Inc.
|
1,706 | $54,540 | |
| 6 | ENB |
Enbridge Inc
|
943 | $51,120 | |
| 7 | EPD |
Enterprise Products Partners L.P.
|
1,231 | $45,251 | |
| 8 | OKE |
Oneok Inc /New/
|
500 | $43,470 |
All Filings in PAA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,126 | 410 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $36,688 | 1,643 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,508 | 1,643 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,029 | 1,643 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,099 | 1,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,860 | 1,643 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,062 | 1,643 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $28,538 | 1,643 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,343 | 1,643 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,851 | 1,643 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||