Position in SDGR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,193
+$660 QoQ
Shares Held
135
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 228 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SDGR Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Gen-Wealth Partners Inc holds $24,486 across 3 Health Information Services names. SDGR ranks #2 (9.0% of the industry book) .
All Filings in SDGR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193 | 135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,533 | 135 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,413 | 135 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $461 | 23 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $462 | 23 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $454 | 23 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $443 | 23 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $426 | 23 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $444 | 23 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $621 | 23 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||