Gen Wealth Partners Inc Reduced Holdings in Q3 2025

Gen Wealth Partners Inc

  • $296 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HSIC
Henry Schein Inc

Healthcare
-143
- 3.89%
$64.83 - $74.67 $9.27K - $10.7K
3.54K $235M
MNST
Monster Beverage Corp

Consumer Defensive
-1.57K
- 9.82%
$58.65 - $67.31 $92K - $106K
14.4K $970M
HBAN
Huntington Bancshares Inc

Financial Services
-1.93K
- 40.01%
$15.87 - $17.88 $30.7K - $34.6K
2.9K $50.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
-57
- 4.95%
$284.17 - $319.49 $16.2K - $18.2K
1.09K $339M
PM
Philip Morris International Inc.

Consumer Defensive
-81
- 10.44%
$157.77 - $183.27 $12.8K - $14.8K
695 $113M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-1.16K
- 34.16%
$25.84 - $27.2 $30K - $31.6K
2.24K $60M
DCI
Donaldson CO Inc

Industrials
-944
- 23.09%
$69.82 - $82.14 $65.9K - $77.5K
3.15K $257M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-500
- 7.97%
$24.0 - $27.1 $12K - $13.6K
5.78K $143M
SWK
Stanley Black & Decker, Inc.

Industrials
-973
- 13.31%
$66.98 - $79.52 $65.2K - $77.4K
6.34K $471M
NDSN
Nordson Corp

Industrials
-235
- 9.87%
$209.25 - $227.98 $49.2K - $53.6K
2.15K $487M
PNR
Pentair PLC

Industrials
-602
- 11.07%
$100.62 - $112.59 $60.6K - $67.8K
4.83K $535M
ED
Consolidated Edison Inc

Utilities
-233
- 4.31%
$95.57 - $105.36 $22.3K - $24.5K
5.17K $520M
SO
Southern CO

Utilities
-283
- 15.09%
$90.83 - $96.0 $25.7K - $27.2K
1.59K $151M
XOM
Exxon Mobil Corp

Energy
-485
- 6.85%
$105.83 - $117.22 $51.3K - $56.9K
6.59K $743M
GD
General Dynamics Corp

Industrials
-415
- 16.78%
$293.92 - $341.0 $122K - $142K
2.06K $702M
EXPD
Expeditors International Of Washington Inc

Industrials
-433
- 9.65%
$111.37 - $124.95 $48.2K - $54.1K
4.06K $497M
VOT
Vanguard Mid Cap Growth Index

ETFs
-80
- 9.15%
$282.75 - $294.19 $22.6K - $23.5K
794 $233M
GLW
Corning Inc

Technology
-455
- 60.26%
$51.6 - $82.03 $23.5K - $37.3K
300 $24.6M
ITW
Illinois Tool Works Inc

Industrials
-220
- 6.92%
$252.31 - $269.41 $55.5K - $59.3K
2.96K $771M
PH
Parker Hannifin Corp

Industrials
-32
- 18.71%
$697.13 - $769.67 $22.3K - $24.6K
139 $105M
PRU
Prudential Financial Inc

Financial Services
-97
- 10.31%
$100.68 - $109.89 $9.77K - $10.7K
844 $87.6M
Barrick Mng Corp Com Shs
-1K
- 58.82%
N/A
700 $22.9M
IVV
Ishares Core S&P 500 ETF

ETFs
-798
- 7.4%
$620.67 - $670.08 $495K - $535K
9.99K $6.68B
KMI
Kinder Morgan, Inc.

Energy
-277
- 12.17%
$26.23 - $28.5 $7.27K - $7.89K
2K $56.6M
IRT
Independence Realty Trust, Inc.

Real Estate
-532
- 53.74%
$16.35 - $18.11 $8.7K - $9.63K
458 $7.5M
COP
Conocophillips

Energy
-170
- 11.93%
$91.0 - $98.99 $15.5K - $16.8K
1.26K $119M
GAB
Gabelli Equity Trust Inc

Financial Services
-1.64K
- 31.23%
$5.81 - $6.32 $9.5K - $10.3K
3.6K $21.9M
CMS
Cms Energy Corp

Utilities
-300
- 8.68%
$69.37 - $74.67 $20.8K - $22.4K
3.16K $231M
PEG
Public Service Enterprise Group Inc

Utilities
-87
- 10.55%
$79.99 - $90.14 $6.96K - $7.84K
738 $61.6M
O
Realty Income Corp

Real Estate
-609
- 6.58%
$56.13 - $60.79 $34.2K - $37K
8.65K $526M
LAMR
Lamar Advertising CO

Real Estate
-62
- 14.9%
$114.98 - $128.82 $7.13K - $7.99K
354 $43.3M
DHR
Danaher Corp

Healthcare
-32
- 16.0%
$181.46 - $212.2 $5.81K - $6.79K
168 $33.3M
MET
Metlife Inc

Financial Services
-153
- 4.35%
$73.82 - $82.37 $11.3K - $12.6K
3.37K $277M
CCI
Crown Castle International Corp

Real Estate
-39
- 14.55%
$92.96 - $113.91 $3.63K - $4.44K
229 $22.1M
JCI
Johnson Controls International PLC

Industrials
-62
- 13.48%
$103.24 - $111.73 $6.4K - $6.93K
398 $43.8M
IDXX
Idexx Laboratories Inc

Healthcare
-97
- 17.38%
$514.61 - $682.78 $49.9K - $66.2K
461 $295M
CINF
Cincinnati Financial Corp

Financial Services
-252
- 6.57%
$145.8 - $158.1 $36.7K - $39.8K
3.59K $567M
HQH
Tekla Healthcare Investors

Financial Services
-300
- 75.95%
$15.58 - $18.46 $4.67K - $5.54K
95 $1.75M
USB
Us Bancorp \De\

Financial Services
-204
- 11.28%
$43.94 - $50.41 $8.96K - $10.3K
1.61K $77.6M
GILD
Gilead Sciences, Inc.

Healthcare
-37
- 16.16%
$108.22 - $120.47 $4K - $4.46K
192 $21.3M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-500
- 53.82%
$7.98 - $8.29 $3.99K - $4.15K
429 $3.52M
FRT
Federal Realty Investment Trust

Real Estate
-360
- 6.94%
$90.61 - $102.67 $32.6K - $37K
4.83K $489M
Blackrock Inc Com
-20
- 11.83%
N/A
149 $174M
BK
Bank Of New York Mellon Corp

Financial Services
-131
- 21.23%
$90.65 - $109.75 $11.9K - $14.4K
486 $53M
FITB
Fifth Third Bancorp

Financial Services
-282
- 10.33%
$40.91 - $46.28 $11.5K - $13.1K
2.45K $109M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.35K
- 12.12%
$53.54 - $64.21 $72K - $86.4K
9.75K $582M
LHX
L3 Harris Technologies, Inc.

Industrials
-40
- 23.53%
$252.18 - $305.41 $10.1K - $12.2K
130 $39.7M
FNF
Fidelity National Financial, Inc.

Financial Services
-71
- 15.14%
$51.22 - $61.07 $3.64K - $4.34K
398 $24.1M
CSX
Csx Corp

Industrials
-299
- 10.19%
$32.05 - $36.52 $9.58K - $10.9K
2.63K $93.5M
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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