Gen Wealth Partners Inc Purchases in Q3 2025

Gen Wealth Partners Inc

  • $296 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
86
+ 3.54%
$696.56 - $806.32 $59.9K - $69.3K
2.52K $2B
AXP
American Express CO

Financial Services
583
+ 11.83%
$294.27 - $342.31 $172K - $200K
5.51K $1.83B
C
Citigroup Inc

Financial Services
2.34K
+ 283.43%
$85.57 - $103.49 $201K - $243K
3.17K $322M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
452
+ 3228.57%
$473.44 - $553.71 $214K - $250K
466 $255M
WMT
Walmart Inc.

Consumer Defensive
629
+ 1.85%
$94.4 - $104.27 $59.4K - $65.6K
34.6K $3.56B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
802
+ 4.92%
$110.74 - $122.12 $88.8K - $97.9K
17.1K $2.07B
CHE
Chemed Corp

Healthcare
523
New
$412.3 - $483.92 $216K - $253K
523 $234M
FDX
Fedex Corp

Industrials
965
New
$217.1 - $243.2 $210K - $235K
965 $228M
ARGT
Global X Msci Argentina ETF

ETFs
3.16K
New
$69.62 - $86.63 $220K - $274K
3.16K $220M
CRM
Salesforce, Inc.

Technology
1.58K
+ 34.83%
$231.66 - $273.65 $365K - $431K
6.1K $1.45B
MCD
Mcdonalds Corp

Consumer Cyclical
392
+ 5.22%
$291.67 - $316.99 $114K - $124K
7.9K $2.4B
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4.9K
New
$39.42 - $42.19 $193K - $207K
4.9K $206M
SBUX
Starbucks Corp

Consumer Cyclical
2.56K
+ 102.77%
$81.9 - $96.86 $210K - $248K
5.05K $427M
TRV
Travelers Companies, Inc.

Financial Services
489
+ 9.24%
$250.62 - $279.43 $123K - $137K
5.78K $1.61B
IAT
Ishares Tr

ETFs
3.64K
New
$48.92 - $54.5 $178K - $199K
3.64K $191M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.06K
+ 37.44%
$134.94 - $145.86 $143K - $155K
3.9K $568M
OEF
Ishares S&P 100 ETF

ETFs
274
+ 8.61%
N/A
3.46K $1.15B
MP
Mp Materials Corp.

Basic Materials
2.6K
+ 1327.55%
$30.03 - $77.13 $78.1K - $201K
2.8K $188M
CPB
Campbell Soup CO

Consumer Defensive
5.64K
+ 3064.13%
$30.41 - $34.03 $171K - $192K
5.82K $184M
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
109K
New
$1.4 - $1.86 $153K - $203K
109K $175M
STZ
Constellation Brands, Inc.

Consumer Defensive
1.27K
New
$131.78 - $176.09 $168K - $224K
1.27K $171M
UL
Unilever PLC

Consumer Defensive
2.8K
New
$58.43 - $65.01 $164K - $182K
2.8K $166M
COST
Costco Wholesale Corp

Consumer Defensive
258
+ 22.75%
$915.95 - $994.57 $236K - $257K
1.39K $1.29B
NFLX
Netflix Inc

Communication Services
149
+ 121.14%
$1147.87 - $1297.18 $171K - $193K
272 $326M
SPY
Spdr S&P 500 ETF Trust

ETFs
152
+ 13.89%
$617.65 - $666.84 $93.9K - $101K
1.25K $830M
INTC
Intel Corp

Technology
4.37K
+ 667.89%
$19.31 - $35.5 $84.3K - $155K
5.02K $168M
SHW
Sherwin Williams CO

Basic Materials
395
+ 7.02%
$330.88 - $375.23 $131K - $148K
6.02K $2.08B
CRWD
Crowd Strike Holdings, Inc.

Technology
302
New
$412.46 - $514.1 $125K - $155K
302 $148M
MTN
Vail Resorts Inc

Consumer Cyclical
974
New
$143.33 - $169.63 $140K - $165K
974 $146M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.33K
+ 43.94%
$98.52 - $103.93 $131K - $138K
4.35K $448M
DOW
Dow Inc.

Basic Materials
6.27K
+ 765.93%
$20.87 - $30.37 $131K - $191K
7.09K $163M
NTNX
Nutanix, Inc.

Technology
1.95K
+ 89.01%
$66.06 - $81.12 $129K - $158K
4.15K $308M
SPOT
Spotify Technology S.A.

Communication Services
199
New
$620.01 - $738.53 $123K - $147K
199 $139M
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.63K
+ 8.02%
N/A
35.5K $1.65B
MA
Mastercard Inc

Financial Services
240
+ 206.9%
$550.18 - $598.96 $132K - $144K
356 $202M
AMGN
Amgen Inc

Healthcare
380
+ 4.51%
$271.18 - $309.22 $103K - $118K
8.8K $2.48B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.09K
+ 10890.0%
$118.3 - $142.16 $129K - $155K
1.1K $133M
WFC
Wells Fargo & Company

Financial Services
1.49K
+ 100.27%
$77.05 - $85.16 $115K - $127K
2.97K $249M
STLD
Steel Dynamics Inc

Basic Materials
920
New
N/A
920 $128M
SLV
I Shares Silver Trust

ETFs
110
+ 0.85%
$32.73 - $42.5 $3.6K - $4.68K
13K $551M
QCOM
Qualcomm Inc

Technology
702
+ 47.79%
$145.84 - $173.55 $102K - $122K
2.17K $361M
LOW
Lowes Companies Inc

Consumer Cyclical
238
+ 11.21%
$215.01 - $273.02 $51.2K - $65K
2.36K $593M
DOCN
Digital Ocean Holdings, Inc.

Technology
3.54K
New
$25.74 - $37.71 $91.1K - $133K
3.54K $121M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.33K
+ 5.79%
$22.9 - $23.58 $99K - $102K
79K $1.86B
SE
Sea LTD

Consumer Cyclical
660
New
$146.23 - $196.5 $96.5K - $130K
660 $118M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
204
New
$534.91 - $598.71 $109K - $122K
204 $115M
Ishares Esg Aware Msci Usa Value ETF
3.55K
New
N/A
3.55K $112M
SQ
Block, Inc.

Technology
1.52K
+ 6320.83%
N/A
1.54K $111M
AEM
Agnico Eagle Mines LTD

Basic Materials
80
+ 4.18%
$116.14 - $168.56 $9.29K - $13.5K
1.99K $336M
Activity Summary
Buys All Purchases 248 New Holdings 77 Increased Positions 171 Sells All Sells 147 Reductions 147 Sold out 0 Options Calls 0 Puts 0
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