Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025

Gen Wealth Partners Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Billion distributed in 622 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.1B, Ishares S&P 500 Growth ETF with a value of $7.3B, Blackrock ETF Tr U S Equity Fa with a value of $7.03B, Ishares Msci Usa Quality Facto with a value of $6.48B, and Ishares Core S&P 500 ETF with a value of $5.84B.

Examining the 13F form we can see an increase of $6.94B in the current position value, from $233B to 240B.

Gen Wealth Partners Inc is based out at Zeeland, MI

Below you can find more details about Gen Wealth Partners Inc portfolio as well as his latest detailed transactions.

Portfolio value $240 Billion
ETFs: $96.3 Billion
Industrials: $22.7 Billion
Consumer Defensive: $21.8 Billion
Technology: $19.6 Billion
Financial Services: $19.4 Billion
Healthcare: $19 Billion
Consumer Cyclical: $13 Billion
Communication Services: $5.39 Billion
Other: $16.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.1 Billion 7.14% of portfolio
259,937
Q1 2025 Added 3.67%
$0
$7.3 Billion 3.05% of portfolio
78,616
Q1 2025 Reduced 0.79%
$0
$7.03 Billion 2.93% of portfolio
144,074
Q1 2025 Added 3.0%
$0
$6.48 Billion 2.71% of portfolio
37,920
Q1 2025 Added 6.95%
$0
$5.84 Billion 2.44% of portfolio
10,395
Q1 2025 Reduced 5.47%
$0
$5.48 Billion 2.29% of portfolio
92,966
Q1 2025 Reduced 6.94%
$0
$5.2 Billion 2.17% of portfolio
27,302
Q1 2025 Added 66.81%
$0
$3.32 Billion 1.39% of portfolio
33,205
Q1 2025 Reduced 42.23%
$264B
$3.03 Billion 1.27% of portfolio
34,559
Q1 2025 Reduced 0.59%
$386B
$2.87 Billion 1.2% of portfolio
16,856
Q1 2025 Added 5.61%
$0
$2.72 Billion 1.13% of portfolio
19,339
Q1 2025 Added 2.31%
$0
$2.53 Billion 1.05% of portfolio
45,854
Q1 2025 Reduced 23.37%
$3.51T
$2.48 Billion 1.04% of portfolio
6,609
Q1 2025 Added 3.09%
$248B
$2.47 Billion 1.03% of portfolio
9,953
Q1 2025 Reduced 3.61%
$221B
$2.43 Billion 1.01% of portfolio
7,769
Q1 2025 Added 1.12%
$409B
$2.42 Billion 1.01% of portfolio
14,563
Q1 2025 Added 7.03%
$0
$2.27 Billion 0.95% of portfolio
41,985
Q1 2025 Added 129.21%
$313B
$2.1 Billion 0.88% of portfolio
29,389
Q1 2025 Added 3.72%
$189B
$2.11 Billion 0.88% of portfolio
6,400
Q1 2025 Added 5.11%
$284B
$2.09 Billion 0.87% of portfolio
3,994
Q1 2025 Added 13.59%
$0
$2.06 Billion 0.86% of portfolio
4,918
Q1 2025 Added 43.01%
$0
$2.07 Billion 0.86% of portfolio
89,414
Q1 2025 Added 9.14%
$0
$2.01 Billion 0.84% of portfolio
19,066
Q1 2025 Added 33.56%
$281B
$1.97 Billion 0.82% of portfolio
11,752
Q1 2025 Added 6.22%
$93.5B
$1.92 Billion 0.8% of portfolio
5,490
Q1 2025 Added 5.21%
$3.26T
$1.91 Billion 0.8% of portfolio
8,619
Q1 2025 Added 5.5%
$606B
$1.88 Billion 0.79% of portfolio
5,372
Q1 2025 Added 4.62%
$0
$1.9 Billion 0.79% of portfolio
41,157
Q1 2025 Reduced 5.78%
$788B
$1.87 Billion 0.78% of portfolio
7,631
Q1 2025 Added 1.57%
$2.22T
$1.87 Billion 0.78% of portfolio
9,852
Q1 2025 Added 3.92%
$80.2B
$1.81 Billion 0.76% of portfolio
12,351
Q1 2025 Added 2.88%
$377B
$1.57 Billion 0.66% of portfolio
4,294
Q1 2025 Added 5.66%
$268B
$1.56 Billion 0.65% of portfolio
25,333
Q1 2025 Added 3.93%
$131B
$1.55 Billion 0.65% of portfolio
5,061
Q1 2025 Added 0.26%
$185B
$1.54 Billion 0.64% of portfolio
33,885
Q1 2025 Added 7.84%
$0
$1.49 Billion 0.62% of portfolio
16,128
Q1 2025 Added 2.44%
$24.1B
$1.48 Billion 0.62% of portfolio
13,419
Q1 2025 Added 7.71%
$18.9B
$1.47 Billion 0.61% of portfolio
17,864
Q1 2025 Added 3.96%
$61.6B
$1.45 Billion 0.61% of portfolio
5,485
Q1 2025 Added 8.66%
$129B
$1.4 Billion 0.59% of portfolio
8,220
Q1 2025 Added 9.38%
$182B
$1.4 Billion 0.59% of portfolio
9,352
Q1 2025 Added 17.41%
$206B
$1.39 Billion 0.58% of portfolio
15,438
Q1 2025 Added 9.0%
$76.7B
$1.4 Billion 0.58% of portfolio
14,910
Q1 2025 Added 9.54%
$16.2B
$1.38 Billion 0.58% of portfolio
3,032
Q1 2025 Added 78.04%
$80.5B
$1.29 Billion 0.54% of portfolio
20,355
Q1 2025 Added 17.38%
$0
$1.29 Billion 0.54% of portfolio
27,949
Q1 2025 New
$210B
$1.31 Billion 0.54% of portfolio
2,389
Q1 2025 Added 6.56%
$224B
$1.29 Billion 0.54% of portfolio
4,804
Q1 2025 Added 6.35%
$152B
$1.26 Billion 0.53% of portfolio
5,973
Q1 2025 Added 9.98%

Summary

  • Portfolio
  • No. of Stocks 622
  • Current Value $240 Billion
  • Prior Value $233 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 30 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 192 stocks
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