Gen Wealth Partners Inc Reduced Holdings in Q4 2024

Gen Wealth Partners Inc

  • $233 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DOW
Dow Inc.

Basic Materials
-19.5K
- 87.56%
$39.1 - $55.34 $762K - $1.08M
2.77K $111M
INTC
Intel Corp

Technology
-38.6K
- 98.31%
$19.07 - $26.23 $736K - $1.01M
665 $13.3M
AVGO
Broadcom Inc.

Technology
-2.4K
- 86.92%
$159.67 - $250.0 $383K - $600K
361 $83.7M
MSFT
Microsoft Corp

Technology
-504
- 7.29%
$406.35 - $454.46 $205K - $229K
6.41K $2.7B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.46K
- 11.11%
$45.07 - $47.1 $246K - $257K
43.7K $1.97B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.6K
- 2.18%
$66.77 - $71.52 $374K - $400K
251K $17.3B
META
Meta Platforms, Inc.

Communication Services
-189
- 11.55%
$554.08 - $632.68 $105K - $120K
1.45K $847M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-683
- 11.34%
$101.82 - $114.06 $69.5K - $77.9K
5.34K $552M
AEM
Agnico Eagle Mines LTD

Basic Materials
-990
- 34.09%
$75.99 - $88.85 $75.2K - $88K
1.91K $150M
CAT
Caterpillar Inc

Industrials
-12
- 0.2%
$360.37 - $416.88 $4.32K - $5K
6.09K $2.21B
APD
Air Products & Chemicals, Inc.

Basic Materials
-190
- 9.02%
$285.5 - $335.62 $54.2K - $63.8K
1.92K $556M
NKE
Nike, Inc.

Consumer Cyclical
-1.12K
- 6.05%
$73.36 - $89.13 $81.9K - $99.5K
17.3K $1.31B
CTAS
Cintas Corp

Industrials
-18
- 0.56%
$182.7 - $226.47 $3.29K - $4.08K
3.18K $580M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-739
- 18.86%
$107.41 - $115.71 $79.4K - $85.5K
3.18K $350M
AGI
Alamos Gold Inc

Basic Materials
-3.84K
- 97.46%
$17.54 - $21.38 $67.4K - $82.1K
100 $1.84M
AMT
American Tower Corp

Real Estate
-239
- 20.07%
$179.4 - $232.01 $42.9K - $55.5K
952 $175M
NEE
Nextera Energy Inc

Utilities
-247
- 3.03%
$69.77 - $85.43 $17.2K - $21.1K
7.92K $568M
JPM
Jpmorgan Chase & CO

Financial Services
-840
- 10.06%
$205.18 - $250.29 $172K - $210K
7.51K $1.8B
HD
Home Depot, Inc.

Consumer Cyclical
-149
- 3.54%
$385.02 - $431.37 $57.4K - $64.3K
4.06K $1.58B
Blackrock Inc Com
-83
- 30.29%
N/A
191 $196M
American Healthcare Reit Inc Com Shs
-2.87K
- 43.42%
N/A
3.74K $106M
PNR
Pentair PLC

Industrials
-737
- 11.62%
$95.0 - $109.21 $70K - $80.5K
5.61K $564M
GIS
General Mills Inc

Consumer Defensive
-808
- 26.68%
$62.78 - $74.62 $50.7K - $60.3K
2.22K $142M
SO
Southern CO

Utilities
-512
- 18.98%
$81.5 - $94.15 $41.7K - $48.2K
2.19K $180M
GWW
W.W. Grainger, Inc.

Industrials
-24
- 3.1%
$1023.06 - $1220.93 $24.6K - $29.3K
751 $791M
ALB
Albemarle Corp

Basic Materials
-72
- 1.29%
$86.08 - $111.3 $6.2K - $8.01K
5.5K $474M
RTX
Raytheon Technologies Corp

Industrials
-352
- 12.0%
$114.45 - $127.21 $40.3K - $44.8K
2.58K $299M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.02K
- 10.78%
$62.07 - $66.61 $63.4K - $68K
8.45K $541M
SRE
Sempra Energy

Utilities
-697
- 63.65%
$80.81 - $94.77 $56.3K - $66.1K
398 $34.9M
Kenvue Inc Com
-731
- 2.82%
N/A
25.2K $537M
ADBE
Adobe Inc.

Technology
-34
- 3.54%
$437.39 - $552.96 $14.9K - $18.8K
926 $412M
PEG
Public Service Enterprise Group Inc

Utilities
-578
- 35.88%
$81.87 - $94.51 $47.3K - $54.6K
1.03K $87.3M
VST
Vistra Corp.

Utilities
-465
- 67.78%
$115.74 - $166.61 $53.8K - $77.5K
221 $30.5M
CEG
Constellation Energy Corp

Utilities
-185
- 64.01%
$224.28 - $285.52 $41.5K - $52.8K
104 $23.3M
WPC
W. P. Carey Inc.

Real Estate
-755
- 19.21%
$53.44 - $61.33 $40.3K - $46.3K
3.18K $173M
PSA
Public Storage

Real Estate
-56
- 7.07%
$289.33 - $360.21 $16.2K - $20.2K
736 $220M
LNT
Alliant Energy Corp

Utilities
-752
- 72.24%
$56.24 - $63.63 $42.3K - $47.8K
289 $17.1M
VZ
Verizon Communications Inc

Communication Services
-78
- 0.25%
$39.6 - $45.21 $3.09K - $3.53K
31.4K $1.26B
AEP
American Electric Power CO Inc

Utilities
-331
- 13.75%
$90.91 - $102.21 $30.1K - $33.8K
2.08K $191M
VO
Vanguard Mid Cap ETF

ETFs
-160
- 57.55%
$261.5 - $284.63 $41.8K - $45.5K
118 $31.2M
MA
Mastercard Inc

Financial Services
-84
- 40.98%
$491.3 - $536.15 $41.3K - $45K
121 $63.7M
QCOM
Qualcomm Inc

Technology
-108
- 6.24%
$150.4 - $178.04 $16.2K - $19.2K
1.62K $249M
CE
Celanese Corp

Basic Materials
-7
- 1.05%
$67.03 - $136.68 $469 - $957
660 $45.7M
DCI
Donaldson CO Inc

Industrials
-200
- 5.13%
$67.28 - $78.27 $13.5K - $15.7K
3.7K $249M
NI
Nisource Inc.

Utilities
-1.15K
- 45.12%
$33.74 - $38.25 $38.8K - $44K
1.4K $51.4M
BAC
Bank Of America Corp

Financial Services
-982
- 26.94%
$39.22 - $47.77 $38.5K - $46.9K
2.66K $117M
EIX
Edison International

Utilities
-431
- 61.05%
$77.93 - $88.36 $33.6K - $38.1K
275 $22M
PM
Philip Morris International Inc.

Consumer Defensive
-167
- 12.59%
$118.38 - $133.06 $19.8K - $22.2K
1.16K $139M
SYK
Stryker Corp

Healthcare
-84
- 5.56%
$345.14 - $392.15 $29K - $32.9K
1.43K $513M
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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