Number of Shares
1,597
Previous 1,671 4.43%
Holding current value
$223 Million
Previous $257 Million 13.14%
% of portfolio
0.11%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
N/A
-74 Reduced 4.43%
1,597 $223 Million
Q1 2024

May 15, 2024

BUY
N/A
1,671 New
1,671 $257 Million
Track This Portfolio

Track Gen Wealth Partners Inc Portfolio

Follow Gen Wealth Partners Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gen Wealth Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Gen Wealth Partners Inc with notifications on news.