Position in VRT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$556,805
+$140,592 QoQ
Shares Held
1,663
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,350
of 2,035 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Gen-Wealth Partners Inc holds $1,038,776 across 6 Electrical Equipment & Parts names. VRT ranks #1 (53.6% of the industry book) .
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,805 | 1,663 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $416,213 | 1,661 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $266,668 | 1,646 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $245,600 | 1,628 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $209,051 | 1,628 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $117,541 | 1,628 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $275,845 | 2,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $240,367 | 2,416 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $265,943 | 3,072 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $250,890 | 3,072 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||