Position in TFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$45,236
+$3,496 QoQ
Shares Held
908
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,494
of 1,678 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $629,337 across 7 Banks - Regional names. TFC ranks #6 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
3,201 | $180,440 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
635 | $156,349 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
1,369 | $95,925 | |
| 4 | USB |
US Bancorp De
|
1,256 | $75,862 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
2,900 | $51,417 | |
| 6 | TFC |
Truist Financial Corp
This page
|
908 | $45,236 | |
| 7 | WTFC |
Wintrust Financial Corp
|
150 | $24,108 |
All Filings in TFC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,236 | 908 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,740 | 908 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,269 | 798 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||