Position in STLD
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$161,769
+$25,329 QoQ
Shares Held
705
-7.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#792
of 1,017 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STLD Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $619,599 across 3 Steel names. STLD ranks #2 (26.1% of the industry book) .
All Filings in STLD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,769 | 705 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $136,440 | 758 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $142,846 | 843 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $128,275 | 920 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $3,422 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,782 | 30 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,885 | 30 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,446 | 30 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||