Position in UPS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,105
-$3,274 QoQ
Shares Held
94
-30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,029
of 2,129 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Position in Integrated Freight & Logistics
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $977,249 across 6 Integrated Freight & Logistics names. UPS ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHRW |
C. H. Robinson Worldwide, Inc.
|
2,325 | $437,890 | |
| 2 | EXPD |
Expeditors International Of Washington Inc
|
2,280 | $371,594 | |
| 3 | FDX |
Fedex Corp
|
467 | $146,231 | |
| 4 | GXO |
GXO Logistics, Inc.
|
200 | $10,140 | |
| 5 | UPS |
United Parcel Service Inc
This page
|
94 | $10,105 | |
| 6 | SERV |
Serve Robotics Inc. /DE/
|
196 | $1,289 |
All Filings in UPS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,105 | 94 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,379 | 136 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $21,623 | 218 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,713 | 236 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,903 | 217 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,327 | 203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,750 | 228 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,767 | 233 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,559 | 216 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $46,967 | 316 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||