Gen-Wealth Partners Inc

Position in SOFI — SoFi Technologies, Inc.

CIK 2023375 ZEELAND, MI

Position in SOFI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,758

+$1,230 QoQ

Shares Held

600

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#775

of 912 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $5,920,426 across 6 Credit Services names. SOFI ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,409	$2,885,043
2	AXP	American Express Co	7,887	$2,667,777
3	MA	Mastercard Inc	361	$185,409
4	CACC	Credit Acceptance Corp	239	$152,180
5	COF	Capital One Financial Corp	96	$19,259
6	SOFI	SoFi Technologies, Inc. This page	600	$10,758

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,758	600	0.0%	Shares	Sole	2026-08-10
2026-03-31	$9,528	600	0.0%	Shares	Sole	2026-05-08
2025-12-31	$15,708	600	0.0%	Shares	Sole	2026-02-13
2025-09-30	$15,852	600	-11.9%	Shares	Sole	2025-11-14
2025-06-30	$12,401	681	+13.5%	Shares	Sole	2025-08-14
2025-03-31	$6,978	600	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.