Position in UL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$132,264
-$590 QoQ
Shares Held
2,200
-5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#920
of 1,170 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UL Over Time
Shares Held
Position Value (USD)
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $5,065,323 across 9 Household & Personal Products names. UL ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
21,371 | $3,133,843 | |
| 2 | CHD |
Church & Dwight Co Inc /De/
|
4,747 | $459,889 | |
| 3 | CL |
Colgate Palmolive Co
|
4,355 | $399,266 | |
| 4 | KMB |
Kimberly Clark Corp
|
3,202 | $351,483 | |
| 5 | KVUE |
Kenvue Inc.
|
16,180 | $309,199 | |
| 6 | CLX |
Clorox Co /De/
|
2,911 | $277,825 | |
| 7 | UL |
Unilever PLC
This page
|
2,200 | $132,264 | |
| 8 | EL |
Estee Lauder Companies Inc
|
15 | $1,184 |
All Filings in UL
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,264 | 2,200 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $132,854 | 2,332 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $159,837 | 2,444 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $165,984 | 2,800 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||