Gen-Wealth Partners Inc
Position in PNC — Pnc Financial Services Group, Inc.
CIK 2023375
ZEELAND, MI
Position in PNC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$156,349
+$22,756 QoQ
Shares Held
635
-1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,749
of 2,018 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $629,337 across 7 Banks - Regional names. PNC ranks #2 (24.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
3,201 | $180,440 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
This page
|
635 | $156,349 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
1,369 | $95,925 | |
| 4 | USB |
US Bancorp De
|
1,256 | $75,862 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
2,900 | $51,417 | |
| 6 | TFC |
Truist Financial Corp
|
908 | $45,236 | |
| 7 | WTFC |
Wintrust Financial Corp
|
150 | $24,108 |
All Filings in PNC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,349 | 635 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $133,593 | 642 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $143,188 | 686 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $139,244 | 693 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $137,764 | 739 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $132,354 | 753 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $187,450 | 972 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $190,765 | 1,032 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $163,875 | 1,054 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $704,737 | 4,361 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||