Gen Wealth Partners Inc Purchases in Q1 2025

Gen Wealth Partners Inc

  • $240 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 9.92%
$890.62 - $1076.86 $88.2K - $107K
1.1K $1.04B
CSCO
Cisco Systems, Inc.

Technology
958
+ 3.93%
$58.74 - $64.87 $56.3K - $62.1K
25.3K $1.56B
MTD
Mettler Toledo International Inc

Healthcare
120
+ 22.77%
$1177.09 - $1390.0 $141K - $167K
647 $764M
UAL
United Airlines Holdings, Inc.

Industrials
1.71K
+ 1705.0%
$69.05 - $110.52 $118K - $188K
1.81K $125M
AMT
American Tower Corp

Real Estate
363
+ 38.13%
$173.46 - $217.6 $63K - $79K
1.32K $286M
SJM
J M Smucker CO

Consumer Defensive
486
+ 7.48%
$100.41 - $118.41 $48.8K - $57.5K
6.98K $827M
TMO
Thermo Fisher Scientific Inc.

Healthcare
269
+ 20.32%
$497.6 - $606.74 $134K - $163K
1.59K $792M
INTU
Intuit Inc

Technology
197
+ 15.95%
$555.63 - $630.23 $109K - $124K
1.43K $879M
Ishares Flexible Income Active ETF
1.42K
+ 10.3%
N/A
15.2K $797M
BA
Boeing CO

Industrials
705
+ 9.38%
$148.15 - $186.25 $104K - $131K
8.22K $1.4B
ADP
Automatic Data Processing Inc

Industrials
13
+ 0.26%
$286.85 - $318.64 $3.73K - $4.14K
5.06K $1.55B
DE
Deere & CO

Industrials
112
+ 32.94%
$408.57 - $509.27 $45.8K - $57K
452 $212M
IAU
Ishares Gold Trust

ETFs
713
+ 26.67%
$49.74 - $58.96 $35.5K - $42K
3.39K $200M
EMB
Ishares Tr

ETFs
656
+ 30.55%
$88.64 - $92.03 $58.1K - $60.4K
2.8K $254M
MBB
Ishares Tr

ETFs
392
+ 3.43%
$90.37 - $94.08 $35.4K - $36.9K
11.8K $1.11B
GIS
General Mills Inc

Consumer Defensive
1.12K
+ 50.41%
$57.56 - $65.3 $64.4K - $73.1K
3.34K $200M
FICO
Fair Isaac Corp

Technology
62
+ 16.19%
$1695.35 - $2030.47 $105K - $126K
445 $821M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
532
New
$100.59 - $103.47 $53.5K - $55K
532 $55.1M
MSCI
Msci Inc.

Financial Services
179
+ 13.27%
$541.46 - $628.34 $96.9K - $112K
1.53K $864M
BDX
Becton Dickinson & CO

Healthcare
179
+ 5.04%
$222.79 - $249.08 $39.9K - $44.6K
3.73K $855M
HON
Honeywell International Inc

Industrials
542
+ 9.98%
$202.75 - $226.52 $110K - $123K
5.97K $1.26B
ICVT
Ishares Tr Convertible Bond Et

ETFs
480
+ 16.1%
$83.18 - $89.27 $39.9K - $42.8K
3.46K $289M
ENS
Ener Sys

Industrials
390
New
$89.62 - $103.2 $35K - $40.2K
390 $35.7M
OMC
Omnicom Group Inc.

Communication Services
430
New
$79.43 - $88.34 $34.2K - $38K
430 $35.7M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
747
New
$45.92 - $47.58 $34.3K - $35.5K
747 $35.5M
CMA
Comerica Inc

Financial Services
580
New
$56.11 - $68.38 $32.5K - $39.7K
580 $34.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.37K
+ 11.48%
$22.25 - $23.0 $30.4K - $31.5K
13.3K $305M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.31K
New
$22.42 - $23.22 $29.3K - $30.3K
1.31K $30.1M
NVO
Novo Nordisk A S

Healthcare
2.22K
+ 29.58%
$69.3 - $90.95 $154K - $202K
9.72K $675M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
177
+ 7.5%
$97.25 - $104.79 $17.2K - $18.5K
2.54K $263M
BFB
Brown Forman Corp Cl B
2.34K
+ 18.19%
N/A
15.2K $515M
GD
General Dynamics Corp

Industrials
17
+ 0.68%
$241.94 - $272.58 $4.11K - $4.63K
2.52K $686M
EUSB
Ishares Tr Esg Advanced Total

Technology
535
New
$42.05 - $43.43 $22.5K - $23.2K
535 $23.2M
OVV
Ovintiv Inc.

Energy
484
+ 91.84%
$37.84 - $45.91 $18.3K - $22.2K
1.01K $43.3M
GS
Goldman Sachs Group Inc

Financial Services
147
+ 6.56%
$524.81 - $672.19 $77.1K - $98.8K
2.39K $1.31B
GLW
Corning Inc

Technology
455
+ 151.67%
$44.91 - $54.25 $20.4K - $24.7K
755 $34.6M
AMD
Advanced Micro Devices Inc

Technology
200
+ 666.67%
$96.63 - $129.55 $19.3K - $25.9K
230 $23.6M
PHYL
Pgim ETF Tr

ETFs
503
+ 14.28%
$34.67 - $35.44 $17.4K - $17.8K
4.03K $140M
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 0.61%
$91.75 - $115.81 $1.28K - $1.62K
2.32K $227M
SUB
Ishares Short Term National Mu

ETFs
157
+ 27.07%
$105.3 - $106.24 $16.5K - $16.7K
737 $77.9M
ACN
Accenture PLC

Technology
340
+ 14.41%
$300.91 - $398.25 $102K - $135K
2.7K $842M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
355
New
$24.6 - $24.99 $8.73K - $8.87K
355 $8.87M
NDSN
Nordson Corp

Industrials
121
+ 5.69%
$200.12 - $224.07 $24.2K - $27.1K
2.25K $454M
TSLA
Tesla, Inc.

Consumer Cyclical
49
+ 163.33%
$222.15 - $428.22 $10.9K - $21K
79 $20.5M
SOFI
So Fi Technologies, Inc.

Financial Services
600
New
$11.18 - $18.03 $6.71K - $10.8K
600 $6.98M
LCTD
Blackrock ETF World Ex Us Carb
32
+ 1.71%
N/A
1.91K $88.1M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
150
+ 6.77%
$117.4 - $131.02 $17.6K - $19.7K
2.37K $283M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
45
+ 1.37%
$25.34 - $26.96 $1.14K - $1.21K
3.33K $88.1M
Lam Research Corp Com New
60
+ 5.77%
N/A
1.1K $80M
Activity Summary
Buys All Purchases 167 New Holdings 30 Increased Positions 137 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 0 Puts 0
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