Gen-Wealth Partners Inc

Position in WFC — Wells Fargo & Company/Mn

CIK 2023375 ZEELAND, MI

Position in WFC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$202,302

+$969 QoQ

Shares Held

2,448

-3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,504

of 2,859 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $4,870,010 across 5 Banks - Diversified names. WFC ranks #4 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	9,777	$3,200,305
2	BAC	Bank Of America Corp /De/	17,500	$997,150
3	C	Citigroup Inc	2,585	$361,796
4	WFC	Wells Fargo & Company/Mn This page	2,448	$202,302
5	BNY	Bank of New York Mellon Corp	750	$108,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,302	2,448	-3.2%	Shares	Sole	2026-08-10
2026-03-31	$201,333	2,529	-8.9%	Shares	Sole	2026-05-08
2025-12-31	$258,816	2,777	-6.6%	Shares	Sole	2026-02-13
2025-09-30	$249,280	2,974	+100.3%	Shares	Sole	2025-11-14
2025-06-30	$118,978	1,485	-3.9%	Shares	Sole	2025-08-14
2025-03-31	$110,987	1,546	-9.4%	Shares	Sole	2025-05-13
2024-12-31	$119,899	1,707	+241.4%	Shares	Sole	2025-02-14
2024-09-30	$28,245	500	0.0%	Shares	Sole	2024-11-13
2024-06-30	$29,695	500	0.0%	Shares	Sole	2024-08-13
2024-03-31	$28,980	500	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.