Position in UTL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,851
+$75 QoQ
Shares Held
168
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 243 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTL Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Gen-Wealth Partners Inc holds $409,818 across 4 Utilities - Diversified names. UTL ranks #4 (2.2% of the industry book) .
All Filings in UTL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,851 | 168 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,776 | 168 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $8,137 | 168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,040 | 168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,761 | 168 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,691 | 168 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,103 | 168 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,177 | 168 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||