Position in PSA
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,938
-$43,727 QoQ
Shares Held
226
-47.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#931
of 1,108 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PSA Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $951,951 across 2 REIT - Industrial names. PSA ranks #2 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
6,496 | $880,013 | |
| 2 | PSA |
Public Storage
This page
|
226 | $71,938 |
All Filings in PSA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,938 | 226 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $115,665 | 427 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $93,420 | 360 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,858 | 775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,059 | 842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $221,175 | 739 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $220,387 | 736 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $288,185 | 792 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $228,969 | 796 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $191,149 | 659 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||