Position in ROKU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,979
+$2,829 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#679
of 775 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ROKU Over Time
Shares Held
Position Value (USD)
Position in Entertainment
Communication Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $2,425,951 across 4 Entertainment names. ROKU ranks #3 (0.4% of the industry book) .
All Filings in ROKU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,979 | 65 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,150 | 65 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,051 | 65 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,508 | 65 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,712 | 65 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,578 | 65 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,832 | 65 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,852 | 65 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,895 | 65 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,606 | 40 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||