Position in TOL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,471
+$424 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 799 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TOL Over Time
Shares Held
Position Value (USD)
Position in Residential Construction
Consumer Cyclical · as of Jun 30, 2026Gen-Wealth Partners Inc holds $52,708 across 3 Residential Construction names. TOL ranks #2 (4.7% of the industry book) .
All Filings in TOL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,471 | 15 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,047 | 15 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,028 | 15 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,072 | 15 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,711 | 15 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $206,432 | 1,639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $253,209 | 1,639 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $186,015 | 1,615 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $208,932 | 1,615 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||