Position in UAL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,758
+$7,027 QoQ
Shares Held
160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#912
of 1,063 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UAL Over Time
Shares Held
Position Value (USD)
Position in Airlines
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $79,061 across 3 Airlines names. UAL ranks #2 (27.5% of the industry book) .
All Filings in UAL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,758 | 160 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,731 | 160 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,891 | 160 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,440 | 160 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,732 | 1,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $124,635 | 1,805 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,710 | 100 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,706 | 100 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,866 | 100 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,788 | 100 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||