Gen Wealth Partners Inc Purchases and Sells in Q2 2025

Gen Wealth Partners Inc

$259 Billion
Q2 2025

Top Buys

Incresed Positions

165 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF	79K + 310.52%	N/A	104K $3.71B
EFV	36.5K + 39.22%	$52.4 - $64.65 $1.91M - $2.36M	129K $8.22B
IEMG	39.1K + 93.2%	N/A	81.1K $4.87B
XLG	25.1K + 89.68%	$40.94 - $52.1 $1.03M - $1.31M	53K $2.76B
DYNF	3.46K + 2.4%	$43.53 - $54.46 $150K - $188K	148K $8.03B
QUAL	2.69K + 7.08%	$152.42 - $182.82 $409K - $491K	40.6K $7.42B

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF	38.1K New	N/A	38.1K $1.1B
CASY	2.03K New	$415.82 - $510.91 $844K - $1.04M	2.03K $1.04B
IAGG	13.9K New	$50.09 - $51.09 $698K - $712K	13.9K $712M
IEFA	1.43K New	$67.83 - $84.09 $96.7K - $120K	1.43K $119M
ESGD	855 New	$73.02 - $90.22 $62.4K - $77.1K	855 $76.3M
HCA	141 New	$317.61 - $387.52 $44.8K - $54.6K	141 $54M

Top Sells

Reduced Positions

137 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-76.1K - 29.26%	$58.41 - $72.69 $4.44M - $5.53M	184K $13.4B
EMXC	-35.4K - 77.31%	$50.08 - $63.14 $1.78M - $2.24M	10.4K $657M
UNH	-426 - 10.67%	$274.35 - $599.47 $117K - $255K	3.57K $1.11B
HSY	-4.91K - 99.65%	$151.29 - $173.13 $743K - $850K	17 $2.82M
HEFA	-23.3K - 70.13%	$32.11 - $38.21 $748K - $890K	9.93K $377M
SCHZ	-14.7K - 16.43%	$22.68 - $23.28 $333K - $342K	74.7K $1.74B

Activity Summary All Purchases 212 New Holdings 47 Increased Positions 165 All Sells 137 Reductions 137 Sold out 0 Calls 0 Puts 0

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