Position in WTFC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$24,108
+$3,267 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#494
of 589 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WTFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Gen-Wealth Partners Inc holds $629,337 across 7 Banks - Regional names. WTFC ranks #7 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
3,201 | $180,440 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
635 | $156,349 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
1,369 | $95,925 | |
| 4 | USB |
US Bancorp De
|
1,256 | $75,862 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
2,900 | $51,417 | |
| 6 | TFC |
Truist Financial Corp
|
908 | $45,236 | |
| 7 | WTFC |
Wintrust Financial Corp
This page
|
150 | $24,108 |
All Filings in WTFC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,108 | 150 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,841 | 150 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,973 | 150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,958 | 196 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,300 | 196 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,644 | 148 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,457 | 148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,062 | 148 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||