Position in V
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,885,043
+$500,974 QoQ
Shares Held
8,409
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
#2,061
of 4,498 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $5,920,426 across 6 Credit Services names. V ranks #1 (48.7% of the industry book) .
All Filings in V
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,885,043 | 8,409 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,384,069 | 7,888 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,482,325 | 7,078 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,029,504 | 5,945 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,733,354 | 4,882 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,882,671 | 5,372 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,622,865 | 5,135 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,413,243 | 5,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,322,586 | 5,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,336,793 | 4,790 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||