Gen Wealth Partners Inc Portfolio Holdings

Gen Wealth Partners Inc

  • $259 Billion
  • Q2 2025

Gen Wealth Partners Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 643 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 $13.4B, Msci Eafe Value ETF with a value of $8.22B, Blackrock ETF Tr U S Equity Fa with a value of $8.03B, Ishares S&P 500 Growth ETF with a value of $7.73B, and Ishares Msci Usa Quality Facto with a value of $7.42B.

Examining the 13F form we can see an increase of $19.5B in the current position value, from $240B to 259B.

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 $259 Billion
ETFs: $104 Billion
Industrials: $24.4 Billion
Technology: $24 Billion
Consumer Defensive: $20.4 Billion
Financial Services: $20.3 Billion
Healthcare: $18.5 Billion
Consumer Cyclical: $14.6 Billion
Communication Services: $6.07 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.4 Billion 5.16% of portfolio
183,870
Q2 2025 Reduced 29.26%
$0
$8.22 Billion 3.17% of portfolio
129,427
Q2 2025 Added 39.22%
$0
$8.03 Billion 3.1% of portfolio
147,530
Q2 2025 Added 2.4%
$0
$7.73 Billion 2.98% of portfolio
70,173
Q2 2025 Reduced 10.74%
$0
$7.42 Billion 2.87% of portfolio
40,605
Q2 2025 Added 7.08%
$0
$6.7 Billion 2.58% of portfolio
10,786
Q2 2025 Added 3.76%
$0
$5.6 Billion 2.16% of portfolio
28,671
Q2 2025 Added 5.01%
$0
$4.87 Billion 1.88% of portfolio
81,116
Q2 2025 Added 93.2%
$0
$3.79 Billion 1.46% of portfolio
33,834
Q2 2025 Added 1.89%
Ishares U.S. Thematic Rotation Active ETF
-
$3.71 Billion 1.43% of portfolio
-
Q2 2025 Added 310.52%
$283B
$3.32 Billion 1.28% of portfolio
33,935
Q2 2025 Reduced 1.81%
$3.8T
$3.24 Billion 1.25% of portfolio
6,514
Q2 2025 Reduced 1.44%
$0
$2.95 Billion 1.14% of portfolio
17,004
Q2 2025 Reduced 12.07%
$380B
$2.84 Billion 1.1% of portfolio
17,807
Q2 2025 Added 5.64%
$0
$2.76 Billion 1.07% of portfolio
53,014
Q2 2025 Added 89.68%
$232B
$2.68 Billion 1.03% of portfolio
9,091
Q2 2025 Reduced 8.66%
$147B
$2.35 Billion 0.91% of portfolio
8,422
Q2 2025 Added 9.73%
$0
$2.3 Billion 0.89% of portfolio
22,000
Q2 2025 Added 15.39%
$0
$2.23 Billion 0.86% of portfolio
5,065
Q2 2025 Added 2.99%
$463B
$2.23 Billion 0.86% of portfolio
14,568
Q2 2025 Added 0.03%
$224B
$2.19 Billion 0.85% of portfolio
7,509
Q2 2025 Reduced 3.35%
$2.36T
$2.21 Billion 0.85% of portfolio
10,052
Q2 2025 Added 2.03%
$914B
$2.14 Billion 0.82% of portfolio
7,370
Q2 2025 Reduced 3.42%
$424B
$2.08 Billion 0.8% of portfolio
13,188
Q2 2025 Added 15.41%
$290B
$2.04 Billion 0.79% of portfolio
28,877
Q2 2025 Reduced 1.74%
$90.8B
$1.93 Billion 0.75% of portfolio
5,625
Q2 2025 Added 2.46%
$3.84T
$1.85 Billion 0.71% of portfolio
9,019
Q2 2025 Added 4.64%
$85.8B
$1.85 Billion 0.71% of portfolio
12,121
Q2 2025 Reduced 1.86%
$0
$1.83 Billion 0.71% of portfolio
16,297
Q2 2025 Added 1.05%
$313B
$1.81 Billion 0.7% of portfolio
12,656
Q2 2025 Added 7.69%
$278B
$1.74 Billion 0.67% of portfolio
25,019
Q2 2025 Reduced 1.24%
$566B
$1.73 Billion 0.67% of portfolio
4,882
Q2 2025 Reduced 9.12%
$0
$1.74 Billion 0.67% of portfolio
74,722
Q2 2025 Reduced 16.43%
$0
$1.71 Billion 0.66% of portfolio
36,948
Q2 2025 Reduced 10.23%
$271B
$1.72 Billion 0.66% of portfolio
2,431
Q2 2025 Added 1.76%
$427B
$1.65 Billion 0.64% of portfolio
4,512
Q2 2025 Added 5.08%
$120B
$1.62 Billion 0.63% of portfolio
5,255
Q2 2025 Added 3.83%
$251B
$1.57 Billion 0.61% of portfolio
4,927
Q2 2025 Added 2.56%
$128B
$1.59 Billion 0.61% of portfolio
7,577
Q2 2025 Reduced 7.82%
$212B
$1.58 Billion 0.61% of portfolio
12,742
Q2 2025 Added 2.8%
-
$1.52 Billion 0.59% of portfolio
-
Q2 2025 Added 93.45%
$91.1B
$1.54 Billion 0.59% of portfolio
21,627
Q2 2025 Added 6.25%
$186B
$1.48 Billion 0.57% of portfolio
34,286
Q2 2025 Added 1.18%
$813B
$1.47 Billion 0.57% of portfolio
6,703
Q2 2025 Added 2.67%
$68.6B
$1.46 Billion 0.56% of portfolio
16,077
Q2 2025 Added 7.83%
$12.8B
$1.44 Billion 0.56% of portfolio
3,222
Q2 2025 Added 6.27%
$142B
$1.44 Billion 0.55% of portfolio
6,163
Q2 2025 Added 3.18%
$22.3B
$1.42 Billion 0.55% of portfolio
14,745
Q2 2025 Added 9.88%
$64.5B
$1.42 Billion 0.55% of portfolio
5,293
Q2 2025 Reduced 3.5%

Summary

  • Portfolio
  • No. of Stocks 643
  • Current Value $259 Billion
  • Prior Value $240 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 47 stocks
  • Additional Purchases 165 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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