JNJ β€” JOHNSON & JOHNSON COM

Ownership history in Gen-Wealth Partners Inc  Β·  8 quarters on record

AI Ownership Summary

Gen-Wealth Partners Inc reported JOHNSON & JOHNSON COM (JNJ) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 1.01% in 2025 Q1. The latest visible filing shows JNJ at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JNJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Gen-Wealth Partners Inc's position in JOHNSON & JOHNSON COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JNJ was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Gen-Wealth Partners Inc held JNJ β€” position size vs. price
% of Fund (quarterly)    JNJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,194 -1,576 -10.0% 0.94% $2.9M 2026-02-14 (Est.) $242.16
2025 Q3 ADDED 15,770 +1,202 +8.3% 0.99% $2.9M 2025-11-14 $193.66
2025 Q2 ADDED 14,568 +5 +0.0% 0.86% $2.2M 2025-08-14 $171.44
2025 Q1 ADDED 14,563 +956 +7.0% 1.01% $2.4M 2025-05-13 $144.42
2024 Q4 ADDED 13,607 +468 +3.6% 0.85% $2.0M 2025-02-14 $150.71
2024 Q3 REDUCED 13,139 -96 -0.7% 0.92% $2.1M 2024-11-13 $146.72
2024 Q2 ADDED 13,235 +1,217 +10.1% 0.93% $1.9M 2024-08-13 $150.51
2024 Q1 INITIATED 12,018 β€” β€” 0.94% $1.9M 2024-05-15 $143.91

FAQ About Gen-Wealth Partners Inc and JNJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Gen-Wealth Partners Inc reported owning JNJ?

Gen-Wealth Partners Inc reported JNJ across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported JNJ position in Gen-Wealth Partners Inc's portfolio?

The largest reported portfolio weight for JNJ was 1.01% in 2025 Q1.

What is the latest reported JNJ position on this page?

The most recent filing on this page is 2025 Q4, when Gen-Wealth Partners Inc reported 14,194 shares, equal to 0.94% of portfolio, with an estimated market value of $2.9M.

What does the chart on this JNJ ownership page compare?

The chart compares Gen-Wealth Partners Inc's quarterly JNJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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