Gen-Wealth Partners Inc VIRT — VIRTU FINL INC CL A

Ownership history in Gen-Wealth Partners Inc  ·  5 quarters on record

AI Ownership Summary

Gen-Wealth Partners Inc reported VIRTU FINL INC CL A (VIRT) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.33% in 2026 Q2. The latest visible filing shows VIRT at 0.30% 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 VIRT 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 VIRTU FINL INC CL A, 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
2026 Q3

VIRT was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q3

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.

VIRT stock page Gen-Wealth Partners Inc fund profile Gen-Wealth Partners Inc full holdings
How Gen-Wealth Partners Inc held VIRT — position size vs. price
% of Fund (quarterly)    VIRT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 19,072 -1,106 -5.5% 0.30% $1.1M 2026-11-04 $53.03
2026 Q2 ADDED — — — 20,178 +3,207 +18.9% 0.33% $1.2M 2026-08-10 $55.47
2026 Q1 ADDED — — — 16,971 +4,398 +35.0% 0.24% $746K 2026-05-08 $50.88
2025 Q4 ADDED — — — 12,573 +10,265 +444.8% 0.13% $419K 2026-02-13 $37.80
2025 Q3 INITIATED — — — 2,308 — — 0.03% $82K 2025-11-14 $34.45

🏢 Other funds also holding VIRT

As of 2026 Q3 — sorted by position size

HAHN CAPITAL MANAGEMENT LLC 3Y 7Y 5.09% Collar Capital Management, LLC 1.74% Jackson Creek Investment Advisors LLC 3Y 0.71% Fulcrum Asset Management LLP 3Y 0.62% Convergence Investment Partners, LLC 3Y 7Y 0.52% Friedenthal Financial 3Y 7Y 0.48% 1834 INVESTMENT ADVISORS CO 3Y 7Y 0.37% PEDDOCK CAPITAL ADVISORS, LLC 3Y 7Y 0.33% O'Brien Greene & Co. Inc 3Y 7Y 0.31% Forza Wealth Management, LLC 3Y 0.31%

FAQ About Gen-Wealth Partners Inc and VIRT

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 VIRT?

Gen-Wealth Partners Inc reported VIRT across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

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

The largest reported portfolio weight for VIRT was 0.33% in 2026 Q2.

What is the latest reported VIRT position on this page?

The most recent filing on this page is 2026 Q3, when Gen-Wealth Partners Inc reported 19,072 shares, equal to 0.30% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VIRT ownership page compare?

The chart compares Gen-Wealth Partners Inc's quarterly VIRT 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.

How well did Gen-Wealth Partners Inc time their VIRT position?

Based on 13F filing dates vs. subsequent VIRT price moves, Gen-Wealth Partners Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on VIRT relative to SPY over the holding period was +34.6%.

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