Gen-Wealth Partners Inc
Position in UHT — Universal Health Realty Income Trust
CIK 2023375
ZEELAND, MI
Position in UHT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,508
+$271 QoQ
Shares Held
80
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#160
of 184 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UHT Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Gen-Wealth Partners Inc holds $54,378 across 4 REIT - Healthcare Facilities names. UHT ranks #4 (6.5% of the industry book) .
All Filings in UHT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,508 | 80 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,237 | 80 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,136 | 80 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,133 | 80 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,197 | 80 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,276 | 80 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,976 | 80 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,660 | 80 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,131 | 80 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,936 | 80 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||