Gen-Wealth Partners Inc

Position in SPG — Simon Property Group Inc.

CIK 2023375 ZEELAND, MI

Position in SPG

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

Position Value

$383,336

+$42,546 QoQ

Shares Held

1,714

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#862

of 1,353 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,472,985 across 5 REIT - Retail names. SPG ranks #1 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc. This page	1,714	$383,336
2	O	Realty Income Corp	5,743	$355,836
3	FRT	Federal Realty Investment Trust	2,878	$355,260
4	ADC	Agree Realty Corp	4,245	$321,516
5	KIM	Kimco Realty Corp	2,250	$57,037

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,336	1,714	-6.2%	Shares	Sole	2026-08-10
2026-03-31	$340,790	1,827	-0.4%	Shares	Sole	2026-05-08
2025-12-31	$339,491	1,834	+7.4%	Shares	Sole	2026-02-13
2025-09-30	$320,540	1,708	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.