Gen Wealth Partners Inc Reduced Holdings in Q3 2024

Gen Wealth Partners Inc

  • $229 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
-163
- 3.72%
$115.7 - $138.2 $18.9K - $22.5K
4.22K $605M
ATO
Atmos Energy Corp

Utilities
-89
- 2.01%
$114.08 - $138.75 $10.2K - $12.3K
4.35K $607M
AFL
Aflac Inc

Financial Services
-220
- 3.75%
$88.52 - $111.8 $19.5K - $24.6K
5.65K $622M
JPM
Jpmorgan Chase & CO

Financial Services
-399
- 4.56%
$194.9 - $224.8 $77.8K - $89.7K
8.35K $1.87B
PNR
Pentair PLC

Industrials
-334
- 5.0%
$74.39 - $97.79 $24.8K - $32.7K
6.35K $631M
ABBV
Abb Vie Inc.

Healthcare
-25
- 0.59%
$163.84 - $199.33 $4.1K - $4.98K
4.22K $850M
SHW
Sherwin Williams CO

Basic Materials
-35
- 1.55%
$294.65 - $384.0 $10.3K - $13.4K
2.23K $807M
AXP
American Express CO

Financial Services
-294
- 5.59%
$225.92 - $271.17 $66.4K - $79.7K
4.97K $1.36B
HD
Home Depot, Inc.

Consumer Cyclical
-117
- 2.7%
$333.64 - $405.2 $39K - $47.4K
4.21K $1.65B
JNJ
Johnson & Johnson

Healthcare
-96
- 0.73%
$145.48 - $167.38 $14K - $16.1K
13.1K $2.11B
IBM
International Business Machines Corp

Technology
-187
- 1.74%
$175.1 - $223.38 $32.7K - $41.8K
10.5K $2.16B
WMT
Walmart Inc.

Consumer Defensive
-417
- 1.1%
$66.91 - $81.4 $27.9K - $33.9K
37.5K $3.05B
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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