Position in SWK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$359,444
+$60,282 QoQ
Shares Held
3,819
-9.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#449
of 766 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $496,916 across 2 Tools & Accessories names. SWK ranks #1 (72.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SWK |
Stanley Black & Decker, Inc.
This page
|
3,819 | $359,444 | |
| 2 | TKR |
Timken Co
|
946 | $137,472 |
All Filings in SWK
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,444 | 3,819 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $299,162 | 4,210 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $309,004 | 4,160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $470,954 | 6,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $495,184 | 7,309 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $455,129 | 5,920 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $485,192 | 6,043 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $584,790 | 5,310 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $420,221 | 5,260 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $463,600 | 4,734 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||