Bank of America Corporation
BG ˙ BUL ˙ US0605051046
SecurityBG:NCB / Bank of America Corporation
InstitutionGen-Wealth Partners Inc
Latest Disclosed Ownership13,732 shares
Latest Disclosed Value $ 669,438
Gen-Wealth Partners Inc reports 32.68% increase in ownership of NCB / Bank of America Corporation

On May 8, 2026 - Gen-Wealth Partners Inc filed a 13F-HR form disclosing ownership of 13,732 shares of Bank of America Corporation (BG:NCB) valued at $669,438 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 10,350 shares of Bank of America Corporation. This represents a change in shares of 32.68% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-08 2026-03-31 13F BANK OF AMER CORP COM Stock 060505104 13,732 3,382 32.68 669 17.57 0.2110
2026-02-13 2025-12-31 13F BANK AMERICA CORP COM Stock 060505104 10,350 6,652 179.88 569 199.47 0.1825
2025-11-14 2025-09-30 13F BANK AMERICA CORP COM Stock 060505104 3,698 1,375 59.19 191 74.31 0.0645
2025-08-14 2025-06-30 13F BANK AMERICA CORP COM Stock 060505104 2,323 -31 -1.32 110 11.22 0.0424
2025-05-13 2025-03-31 13F BANK AMERICA CORP COM Stock 060505104 2,354 -309 -11.60 98 -16.24 0.0410
2025-02-14 2024-12-31 13F BANK AMERICA CORP COM Stock 060505104 2,663 -982 -26.94 117 -24.03 0.0503
2024-11-13 2024-09-30 13F BANK AMERICA CORP COM Stock 060505104 3,645 325 9.79 154 16.67 0.0674
2024-08-13 2024-06-30 13F BANK AMERICA CORP COM Stock 060505104 3,320 -3,377 -50.43 132 -47.83 0.0638
2024-05-15 2024-03-31 13F BANK AMERICA CORP COM Stock 060505104 6,697 6,697 254 0.1259
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.