Position in TGT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$373,022
-$16,878 QoQ
Shares Held
2,856
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,185
of 1,872 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TGT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,397,961 across 4 Discount Stores names. TGT ranks #3 (8.5% of the industry book) .
All Filings in TGT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,022 | 2,856 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $389,900 | 3,217 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $312,702 | 3,199 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $419,347 | 4,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $453,000 | 4,592 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $412,326 | 3,951 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $501,382 | 3,709 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $543,172 | 3,485 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $441,751 | 2,984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $562,287 | 3,173 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||