Gen Wealth Partners Inc Incresed Positions in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
3
+ 0.39%
$896.19 - $1044.18 $2.69K - $3.13K
775 $852M
TSCO
Tractor Supply CO

Consumer Cyclical
590
+ 33.85%
$251.95 - $290.93 $149K - $172K
2.33K $625M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
132
+ 7.33%
$523.84 - $572.02 $69.1K - $75.5K
1.93K $1.11B
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
466
+ 48.54%
$138.85 - $182.81 $64.7K - $85.2K
1.43K $297M
CNI
Canadian National Railway CO

Industrials
1.3K
+ 1666.67%
$110.1 - $123.65 $143K - $161K
1.38K $151M
BDX
Becton Dickinson & CO

Healthcare
556
+ 19.1%
$221.47 - $242.41 $123K - $135K
3.47K $820M
RMD
Resmed Inc

Healthcare
335
+ 30.26%
$186.94 - $252.92 $62.6K - $84.7K
1.44K $350M
MTD
Mettler Toledo International Inc

Healthcare
125
+ 46.99%
$1308.0 - $1521.03 $164K - $190K
391 $510M
ROL
Rollins Inc

Consumer Cyclical
3.29K
+ 40.24%
$45.93 - $51.4 $151K - $169K
11.4K $536M
ABT
Abbott Laboratories

Healthcare
515
+ 7.3%
$100.07 - $118.13 $51.5K - $60.8K
7.57K $866M
SJM
J M Smucker CO

Consumer Defensive
916
+ 16.66%
$109.12 - $122.4 $100K - $112K
6.41K $731M
GLD
Spdr Gold Trust

ETFs
400
+ 75.19%
$215.56 - $246.98 $86.2K - $98.8K
932 $240M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
292
+ 2.65%
$113.45 - $126.18 $33.1K - $36.8K
11.3K $1.44B
APD
Air Products & Chemicals, Inc.

Basic Materials
10
+ 0.48%
$247.34 - $300.11 $2.47K - $3K
2.11K $659M
ALB
Albemarle Corp

Basic Materials
1.22K
+ 28.14%
$72.85 - $100.09 $89.2K - $123K
5.57K $532M
POOL
Pool Corp

Industrials
210
+ 36.33%
$296.17 - $376.8 $62.2K - $79.1K
788 $287M
MDT
Medtronic PLC

Healthcare
309
+ 4.75%
$76.84 - $91.03 $23.7K - $28.1K
6.81K $616M
AMGN
Amgen Inc

Healthcare
270
+ 4.84%
$309.38 - $337.38 $83.5K - $91.1K
5.85K $1.84B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.41K
+ 2.95%
$44.83 - $47.42 $63.2K - $66.9K
49.1K $2.26B
AVGO
Broadcom Inc.

Technology
2.51K
+ 1026.12%
$136.27 - $1745.86 $343K - $4.39M
2.76K $487M
CL
Colgate Palmolive CO

Consumer Defensive
1.23K
+ 12.54%
$95.54 - $108.77 $117K - $133K
11K $1.04B
JKHY
Henry Jack & Associates Inc

Technology
388
+ 32.15%
$160.87 - $177.06 $62.4K - $68.7K
1.6K $292M
PLTR
Palantir Technologies Inc.

Technology
1.33K
+ 74.27%
$24.09 - $37.95 $31.9K - $50.3K
3.11K $136M
IEX
Idex Corp

Industrials
318
+ 32.22%
$190.56 - $214.98 $60.6K - $68.4K
1.31K $285M
AGI
Alamos Gold Inc

Basic Materials
3.84K
+ 3840.0%
$15.54 - $21.04 $59.7K - $80.8K
3.94K $82.6M
ED
Consolidated Edison Inc

Utilities
38
+ 0.67%
$88.42 - $104.97 $3.36K - $3.99K
5.71K $586M
CAH
Cardinal Health Inc

Healthcare
320
+ 6.82%
$93.74 - $114.66 $30K - $36.7K
5.01K $540M
SWK
Stanley Black & Decker, Inc.

Industrials
50
+ 0.95%
$77.75 - $110.17 $3.89K - $5.51K
5.31K $498M
TGT
Target Corp

Consumer Defensive
501
+ 16.79%
$133.47 - $159.25 $66.9K - $79.8K
3.49K $518M
DD
Du Pont De Nemours, Inc.

Basic Materials
906
+ 755.0%
$77.22 - $89.49 $70K - $81.1K
1.03K $85.4M
HSIC
Henry Schein Inc

Healthcare
801
+ 27.58%
$63.92 - $73.22 $51.2K - $58.6K
3.71K $262M
FLS
Flowserve Corp

Industrials
1.39K
+ 3644.74%
$44.46 - $52.53 $61.6K - $72.8K
1.42K $76.5M
Linde PLC Shs
31
+ 1.89%
N/A
1.67K $790M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1K
+ 34.8%
$64.83 - $72.82 $65K - $73K
3.89K $266M
IFRA
Ishares Tr

ETFs
443
+ 4.7%
$41.55 - $46.97 $18.4K - $20.8K
9.86K $465M
AXON
Axon Enterprise, Inc.

Industrials
9
+ 2.05%
$286.16 - $399.6 $2.58K - $3.6K
448 $197M
BFB
Brown Forman Corp Cl B
969
+ 9.54%
N/A
11.1K $506M
NDSN
Nordson Corp

Industrials
117
+ 6.19%
$225.0 - $262.63 $26.3K - $30.7K
2.01K $503M
SYY
Sysco Corp

Consumer Defensive
621
+ 10.07%
$69.16 - $78.98 $42.9K - $49K
6.79K $504M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
542
+ 54200.0%
$114.73 - $120.23 $62.2K - $65.2K
543 $63.4M
STEP
Step Stone Group Inc.

Financial Services
825
+ 102.48%
$44.49 - $57.92 $36.7K - $47.8K
1.63K $99.9M
AJG
Arthur J. Gallagher & Co.

Financial Services
80
+ 5.13%
$259.22 - $299.75 $20.7K - $24K
1.64K $466M
ATR
Aptargroup, Inc.

Healthcare
71
+ 4.13%
$138.54 - $160.11 $9.84K - $11.4K
1.79K $303M
FIX
Comfort Systems Usa Inc

Industrials
10
+ 1.52%
$292.14 - $396.82 $2.92K - $3.97K
667 $260M
OEF
Ishares S&P 100 ETF

ETFs
86
+ 4.13%
$266.03 - $266.03 $22.9K - $22.9K
2.17K $609M
USXF
Ishares Esg Advanced Msci Usa

Technology
635
+ 8.47%
$43.59 - $49.35 $27.7K - $31.3K
8.13K $408M
DSI
Ishares Msci Kld 400 Social Et

ETFs
308
+ 8.53%
$97.81 - $108.79 $30.1K - $33.5K
3.92K $432M
TOL
Toll Brothers, Inc.

Consumer Cyclical
24
+ 1.49%
$109.16 - $155.35 $2.62K - $3.73K
1.64K $243M
WAT
Waters Corp

Healthcare
98
+ 15.12%
$282.7 - $359.89 $27.7K - $35.3K
746 $244M
Activity Summary
Buys All Purchases 285 New Holdings 92 Increased Positions 193 Sells All Sells 169 Reductions 163 Sold out 6 Options Calls 0 Puts 0
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