Gen Wealth Partners Inc Purchases in Q4 2024

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CLBT
Cellebrite Di Ltd.

Technology
3.87K
New
$16.52 - $22.52 $63.9K - $87.2K
3.87K $85.3M
HRL
Hormel Foods Corp

Consumer Defensive
2.19K
+ 13.04%
$29.21 - $33.55 $64K - $73.5K
19K $596M
Genedx Holdings Corp Com Cl A
1.06K
New
N/A
1.06K $81.1M
Marex Group PLC Ord
2.58K
New
N/A
2.58K $80.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
500
+ 35.51%
$110.69 - $154.48 $55.3K - $77.2K
1.91K $242M
LRN
Stride, Inc.

Consumer Defensive
717
New
$64.04 - $110.79 $45.9K - $79.4K
717 $74.5M
TVTX
Travere Therapeutics, Inc.

Healthcare
4.21K
New
$13.65 - $19.85 $57.5K - $83.6K
4.21K $73.3M
BSX
Boston Scientific Corp

Healthcare
810
New
$83.62 - $91.5 $67.7K - $74.1K
810 $72.3M
PEP
Pepsico Inc

Consumer Defensive
1.09K
+ 15.92%
$151.29 - $176.1 $166K - $193K
7.97K $1.21B
CORT
Corcept Therapeutics Inc

Healthcare
1.33K
New
$44.66 - $60.85 $59.2K - $80.6K
1.33K $66.8M
MWA
Mueller Water Products, Inc.

Industrials
2.89K
New
$21.37 - $25.97 $61.8K - $75.1K
2.89K $65M
Loar Holdings Inc Com Shs
835
New
N/A
835 $61.7M
AMSC
American Superconductor Corp

Industrials
2.36K
New
$21.33 - $36.81 $50.2K - $86.7K
2.36K $58M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.89K
+ 4.98%
$22.63 - $47.53 $87.9K - $185K
81.9K $1.86B
ADM
Archer Daniels Midland CO

Consumer Defensive
2.03K
+ 20.74%
$49.38 - $59.52 $100K - $121K
11.8K $597M
BEN
Franklin Resources Inc

Financial Services
3.01K
+ 13.52%
$19.35 - $22.76 $58.2K - $68.4K
25.3K $512M
IRBO
Ishares Robotics & Artificial

ETFs
1.19K
+ 404.07%
N/A
1.49K $55.1M
CVX
Chevron Corp

Energy
541
+ 5.14%
$141.15 - $162.53 $76.4K - $87.9K
11.1K $1.6B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.64K
+ 8.4%
$55.45 - $61.08 $257K - $283K
59.8K $3.32B
SYY
Sysco Corp

Consumer Defensive
315
+ 4.64%
$73.63 - $81.77 $23.2K - $25.8K
7.1K $543M
LOAN
Manhattan Bridge Capital, Inc

Real Estate
1.9K
+ 5.15%
$5.22 - $5.86 $9.9K - $11.1K
38.7K $38.7M
WAT
Waters Corp

Healthcare
13
+ 1.74%
$323.11 - $392.01 $4.2K - $5.1K
759 $282M
WST
West Pharmaceutical Services Inc

Healthcare
31
+ 1.68%
$285.69 - $344.0 $8.86K - $10.7K
1.88K $614M
BR
Broadridge Financial Solutions, Inc.

Technology
160
New
$209.64 - $236.44 $33.5K - $37.8K
160 $36.2M
QTUM
ETF Ser Solutions Defiance Qua
421
New
N/A
421 $34.2M
MMM
3 M CO

Industrials
115
+ 0.97%
$124.74 - $137.12 $14.3K - $15.8K
12K $1.55B
SPGI
S&P Global Inc.

Financial Services
38
+ 3.45%
$480.36 - $529.17 $18.3K - $20.1K
1.14K $567M
PPG
Ppg Industries Inc

Basic Materials
471
+ 12.15%
$119.09 - $131.37 $56.1K - $61.9K
4.35K $519M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
278
+ 14.98%
$113.92 - $127.38 $31.7K - $35.4K
2.13K $246M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.14K
+ 10.52%
$22.39 - $23.45 $25.4K - $26.6K
11.9K $274M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
61
+ 3.15%
$563.99 - $620.12 $34.4K - $37.8K
2K $1.14B
AOS
Smith A O Corp

Industrials
1.1K
+ 17.58%
$68.02 - $88.94 $74.9K - $97.9K
7.36K $502M
IWM
Ishares Russell 2000 ETF

ETFs
124
+ 2.88%
$216.13 - $242.4 $26.8K - $30.1K
4.43K $980M
MMYT
Make My Trip LTD

Consumer Cyclical
165
+ 29.46%
N/A
725 $81.4M
FITB
Fifth Third Bancorp

Financial Services
656
+ 28.08%
$41.76 - $48.44 $27.4K - $31.8K
2.99K $127M
OEF
Ishares S&P 100 ETF

ETFs
22
+ 1.02%
N/A
2.19K $632M
MCD
Mcdonalds Corp

Consumer Cyclical
118
+ 1.56%
$288.47 - $316.54 $34K - $37.4K
7.68K $2.23B
CMCSA
Comcast Corp

Communication Services
2.79K
+ 15.79%
$37.39 - $45.14 $104K - $126K
20.5K $769M
TROW
Price T Rowe Group Inc

Financial Services
139
+ 3.08%
$106.48 - $124.69 $14.8K - $17.3K
4.65K $526M
Ishares Flexible Income Active ETF
547
+ 4.13%
N/A
13.8K $717M
NSC
Norfolk Southern Corp

Industrials
126
+ 19.35%
$230.6 - $277.0 $29.1K - $34.9K
777 $182M
TJX
Tjx Companies Inc

Consumer Cyclical
3
+ 0.14%
$112.15 - $127.2 $336 - $382
2.21K $267M
KMB
Kimberly Clark Corp

Consumer Defensive
231
+ 6.09%
$130.37 - $146.09 $30.1K - $33.7K
4.02K $527M
VUG
Vanguard Growth ETF

ETFs
19
+ 3.39%
$378.79 - $428.11 $7.2K - $8.13K
580 $238M
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$116.4 - $138.52 $116 - $139
2.4K $304M
FRT
Federal Realty Investment Trust

Real Estate
203
+ 4.25%
$109.55 - $117.53 $22.2K - $23.9K
4.98K $557M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
87
+ 5.5%
$134.53 - $150.65 $11.7K - $13.1K
1.67K $226M
ANSS
Ansys Inc

Technology
5
+ 0.6%
$313.05 - $361.45 $1.57K - $1.81K
834 $281M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
174
+ 7.96%
$99.04 - $109.59 $17.2K - $19.1K
2.36K $235M
Activity Summary
Buys All Purchases 196 New Holdings 38 Increased Positions 158 Sells All Sells 160 Reductions 160 Sold out 0 Options Calls 0 Puts 0
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