Position in WMT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,601,101
-$381,327 QoQ
Shares Held
31,795
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.88%
of 13F equity value
Holder Rank
#1,526
of 4,382 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Gen-Wealth Partners Inc holds $4,397,961 across 4 Discount Stores names. WMT ranks #1 (81.9% of the industry book) .
All Filings in WMT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,601,101 | 31,795 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,982,428 | 32,044 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,703,491 | 33,242 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,562,165 | 34,564 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,318,164 | 33,935 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,033,934 | 34,559 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,140,927 | 34,764 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,029,820 | 37,521 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,568,781 | 37,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,082,604 | 34,612 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||