Position in SERV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,289
-$365 QoQ
Shares Held
196
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#175
of 194 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SERV Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $977,249 across 6 Integrated Freight & Logistics names. SERV ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,325 | $437,890 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
2,280 | $371,594 | |
| 3 | FDX |
Fedex Corp
|
467 | $146,231 | |
| 4 | GXO |
GXO Logistics, Inc.
|
200 | $10,140 | |
| 5 | UPS |
United Parcel Service Inc
|
94 | $10,105 | |
| 6 | SERV |
Serve Robotics Inc. /DE/
This page
|
196 | $1,289 |
All Filings in SERV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,289 | 196 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,654 | 196 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,034 | 196 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||