Position in PEP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$434,904
-$251,011 QoQ
Shares Held
3,212
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,425
of 3,394 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEP Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $5,081,464 across 4 Beverages - Non-Alcoholic names. PEP ranks #2 (8.6% of the industry book) .
All Filings in PEP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,904 | 3,212 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $685,915 | 4,417 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $912,643 | 6,359 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,421,112 | 10,119 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,343,771 | 10,177 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,402,238 | 9,352 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,211,157 | 7,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,168,413 | 6,871 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $902,002 | 5,469 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $865,249 | 4,944 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||